River Wealth Advisors
Wealth Management Services
River Wealth Advisors offers individual wealth management services tailored to meet the unique financial goals of their clients. From investment strategies to financial planning, their advisors work closely with individuals to create personalized plans. The firm emphasizes a comprehensive approach that looks beyond mere investing to include broader financial well-being.
Retirement Planning Services
River Wealth Advisors provides robust retirement planning services designed to help clients prepare for their future. This includes guidance on 401(k) plans, IRAs, and other retirement accounts. Their experts assist with creating a strategic retirement plan that aligns with an individual's long-term financial goals.
Business Retirement Plans
River Wealth Advisors also caters to businesses by offering business retirement plans. These services are geared towards helping businesses set up and manage employee retirement benefits, ensuring compliance and maximizing retirement outcomes for employees. Their advisors work with business owners to design retirement plans that fit organizational needs.
Trust and Estate Planning
Trust and estate planning services are a key offering at River Wealth Advisors. These services aim to help clients manage their assets and plan for the distribution of their estate. Their advisors provide guidance on setting up trusts, drafting wills, and creating estate plans to ensure that clients' wishes are carried out.
Legacy Mapping Services
River Wealth Advisors offers legacy mapping services to assist clients in planning their financial legacy. This service involves creating a detailed plan for passing on wealth to future generations in a structured and tax-efficient manner. Advisors at the firm work closely with clients to ensure their legacy is preserved and aligned with their values.
Client Engagement and Resources
River Wealth Advisors engages with clients through various channels, including quarterly webinars and a 'Currents Newsletter'. These resources provide clients with timely updates on financial markets, investment strategies, and other relevant topics. Additionally, the firm offers a secure client access portal for easy account management and financial tracking.