We Help Good People Make Sound Financial Decisions So They Can Live Their Best Life.
Create Peace of Mind Today
So You Can Enjoy Tomorrow
Retirement is a time to enjoy your life — play golf or tennis, go fishing or boating, and visit with family and your adorable grandchildren. Having confidence that you’re in a financial position to relax today and beyond is another thing.
At Riverbend Wealth Management, we want nothing more than for you to achieve your most meaningful life every day. To help make that happen, we offer retirement solutions customized to your individual goals.
Business Owner and Retiree Success Stories
John is focused on running his business. He wants someone to make sure he has the proper plan in place for his company, his employees, and his family.
Transition into Retirement
Steve and Mary are on the verge of making the biggest decision of their financial lives — they’re about to retire. They’d like someone to help them holistically, so they can make the right choices and live their best life.
Tom and Sarah moved to the area to enjoy their retirement. They started to see that working with someone local can help them ensure they’re making the right choices for their later years.
These are a hypothetical, fictional examples of potential client issues. These are not real people but, the names are used to provide possible issues others may be experiencing.
Providing you with the knowledge that your money is safe is one of the many ways we support your ability to live your best life. It’s why we have chosen to partner with Fidelity as the custodian of your investments.