Solutions
River Wealth Management provides full-service financial planning based on achieving our clients’ short-term and long-term goals. Utilizing cutting-edge technology and decades of combined experience, RWM has the ability to offer benefits that go beyond the typical wealth management firm. Hover over our solutions below to learn more!
INVESTMENT MANAGEMENT
•Active Portfolio Management
•Customized, Risk-Appropriate Portfolio
•401(k) & 403(b) Investments
•529 Plan Investments
•Derivative Strategies
•Portfolio Hedging and Protective
Stop-Losses
FINANCIAL PLANNING
•Retirement Goal Planning
•Budget Analysis and Cash Flow Recommendations
•Strategic Debt Repayment Strategies
•Social Security Maximization Strategies
•Educational Funding
TAX PLANNING
•Tax-Conscious Portfolio & Investment Recommendations
•Strategic CPA Partnerships
•Year-End Planning
•Roth Conversion Analysis
•Tax Reduction Strategies
ESTATE PLANNING
•Beneficiary Review
•Estate Plan Case Design
•Philanthropic Planning
•Legacy Planning
•Coordination with Estate Planning Attorney
RISK MANAGEMENT
•Life Insurance Analysis
•Long-Term Care Analysis
•Disability Analysis
•Pension Maximization Strategies
BUSINESS PLANNING
•Corporate Benefit Planning including Life, Disability, and Supplemental Insurance
•401(k) Plan Implementation
•Business Acquisition Analysis
•Business Lending
•Business Succession Planning
•Key Person Insurance
•Tax Reduction Strategies