Riverpoint Wealth Management

Riverpoint Wealth Management is an independently owned, nationally registered investment advisory firm. We believe in following the highest standards in managing your finances and are committed to offering you our comprehensive wealth management expertise and years of financial planning experience. Our team helps in all areas of managing your wealth, including retirement planning, education planning, cash flow management, credit and debt management, tax planning, estate planning, legacy planning and insurance reviews. We pride ourselves on building long-lasting relationships with our clients and families that have bridged generations. At Riverpoint Wealth Management, we act as your financial partner, advocate and guide through all of life’s big decisions. Through our diligent process, we help our clients get a clear vision of their short and long-term goals and how to strive to attain them. Each client relationship begins with an in-depth discussion of your values and aspirations in addition to risk tolerance and experience. This helps us better understand your unique life’s plan so we can build a comprehensive financial plan to match. Not only do we focus on investment management strategies, we are there to guide you through your retirement, education, estate, insurance, and tax planning needs as they evolve. We strive to be a lifelong partner helping every step of the way, from your first budget discussion to college savings and to ensure you have the proper plans in place for your estate. Securities offered through LPL Financial and Charles Schwab Members SIPC Investment advice offered through Riverpoint Wealth Management, a registered investment advisor and separate entity from LPL Financial and Charles Schwab.