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Wealth Management Services

Empowering Your Financial Future, Today

Wealth Management Made Easy

Wealth management is the art and science of enhancing every aspect of your financial life.

At Riverbend Wealth Management, we take a holistic approach with two main goals: growing our clients assets while also helping them reach new level of peace of mind.

Wealth Management Solutions by Riverbend Wealth Management

Schedule a No Obligation Complimentary Assessment Today

“We have been clients of Jeremy and the Riverbend team for over two years. We continue to be very impressed with the financial planning expertise and customer service provided by Riverbend…”

– John Houck

“We met with Jeremy today for a free consultation. He is awesome! Gave us some great short-term and long-term advice on retirement planning. No sales pitches or pressure to use their services. We really felt like he just wanted to help us. Highly recommend!”

– Jean Hiers

“I highly recommend Jeremy & his team at Riverbend Wealth Management. This team is honest and conduct business built on integrity and a high level of customer service.”

– Daniel Grossi

Our Wealth Management Expertise

Our wealth management services are meticulously tailored to fit your individual needs, goals, and aspirations. We’re committed to crafting personalized strategies that not only address your immediate financial concerns but also pave the way for long-term success and security.

Retirement planning for those in high-earning years

Retirement Planning: Enjoying Your Golden Years with Ease

Facilitating Financial Independence for a Rewarding Retirement

Retirement planning with Riverbend Wealth Management helps ensure your retirement years are as fulfilling as your working years. We create personalized retirement strategies that help align your goals with your finances so you can live your best life.

Estate Planning: Safeguarding Your Legacy

Helping Your Wealth Transition According to Your Wishes

Estate planning is crucial for the orderly transfer of your assets and to support the fulfillment of your wishes. By collaborating with you, we aim to develop a comprehensive estate plan that respects your desires, considers the needs of your loved ones, and helps preserve your legacy for future generations. To facilitate this, we can coordinate with your existing estate planning attorney or, if needed, recommend a reputable attorney to prepare the essential documents required to document your wishes effectively.

Professional Estate Planning Services
Financial planning for pre-retirees

Financial Planning: Strategies for Pursuing Your Goals

Crafting Your Personal Financial Masterpiece

Financial planning is the cornerstone of effective wealth management. We dive deep into your financial life, identifying opportunities, mitigating risks, and setting a course for a future rich in possibility. Our financial planning services are designed to turn your dreams into achievable goals, providing a roadmap for every stage of your financial journey.

Tax Planning: Keeping More of What You Earn

Strategies for a More Tax-Efficient Future

Taxes are inevitable, but how much you pay can vary drastically depending on how well you plan ahead. Being proactive rather than reactive can help to minimize your expected lifetime tax bill in a meaningful way. We study the strategies to be mindful of so you can spend more time doing the things you love with the people you love.

Professional Tax Planning Services by Riverbend
Education Planning at Riverbend Wealth Management

Educational Planning: Investing in Future Generations

For Your Family’s Educational Aspirations

Educational planning can assist in providing your loved ones with resources to support their academic pursuits. From 529 plans to education savings accounts, we can help you explore various options to contribute towards funding education, aiming to reduce financial stress and increase opportunity.

Insurance Planning: Protecting What Matters Most

A Safety Net for Your Financial Well-Being

Insurance planning serves to construct a robust safety net around your financial life, aiming to protect you against unexpected financial challenges. Our approach encompasses a range of options from life insurance to long-term care, P&C and more, guided by our commitment to serve as fiduciaries. This means we operate with your best interest at heart, without any incentive to favor particular insurance companies. Our primary goal is to identify insurance solutions that can cater specifically to your needs and those of your loved ones.

Insurance Planning for Business Owners

Investment Planning: Navigating the Market with Confidence

Tailored Investment Strategies for Optimal Growth

Your current investment setup is unique, and may require a customized solution to fully align with your objectives, as tax considerations vary across different types of investment accounts and categories. Utilizing sophisticated tools and leveraging the knowledge of our professionals, we can rigorously evaluate your existing portfolio. This assessment enables a direct comparison with our specially designed proposal, which prioritizes downside protection as a fundamental strategy, while helping capture upside gains.

Exit Planning: Charting Your Future

Strategizing Your Business Succession with Precision

Exit planning with Riverbend Wealth Management involves preparing your business for a future without you at the helm — whether through sale, succession, or transition. We can assist in creating an exit strategy that considers your personal financial goals, while aiming to treat your legacy with the utmost care.

Exit planning to maximize wealth
Financial Advisor for Pre-retirees

Financial Advisory: Informed Advice at Every Turn

Your Trusted Advisor in the Journey to Financial Success

Our financial advisory services embody the essence of wealth management, offering guidance and strategic advice at every turn. Whether you’re facing a complex financial decision or seeking to optimize your wealth strategy, we’re here to provide insights and support to assist you.

Other Planning: Your Unique Needs Addressed

Personalized Strategies for Every Aspect of Your Wealth

Every individual has unique financial needs and goals. Our “Other Planning” services are designed to fill the gaps, addressing everything from charitable giving to special needs planning— helping attend to all aspect of your financial life.

Other Planning Solutions

Core Values of Riverbend Wealth Management

At Riverbend Wealth Management, wealth management is more than a service—it’s a commitment to your financial well-being and success. Let us be your guide on the path to financial serenity, where every decision is made with your best interests at heart.

Client-Centric Approach

Every decision and strategy is made with the client’s best interests, goals, and aspirations at the forefront.

Holistic Financial Solutions

Providing wealth management that aims to integrate various aspects of financial planning, from investments to taxes, to help develop a cohesive and effective strategy.

Transparency and Integrity

Maintaining open and honest communication about fees, strategies, and financial advice to build trust and clarity in all client relationships.

Customized Strategies

Recognizing that each client is unique, Riverbend Wealth Management tailors financial plans to individual needs, preferences, and life situations.

Proactive and Adaptive Planning

Staying ahead of economic trends, tax law changes, and personal life transitions to adapt strategies proactively for optimal outcomes.

Why Choose Us

Choosing Riverbend Wealth Management means partnering with a team that is committed to your financial well-being. Our advisors bring knowledge, empathy, and a personal touch to every relationship, so you feel heard, valued, and understood. We’re not just managing your wealth — we’re helping you build a legacy.

Fiduciary

We, along with all investment advisory representatives, are fiduciaries and, as such, we are required to put the interests of our clients ahead of our own. 

Fee-Only

We are paid directly by you and do not receive commissions. We are required to provide objective advice.

Experienced

Our team, led by Certified Financial Planner and Certified Investment Management Analyst Jeremy Finger, has decades of combined experience helping clients achieve their financial goals.

Customization

We believe that every client is unique, and we tailor our services to your specific needs and objectives.

Partnership

We utilize Fidelity as our custodian and have access to some of their resources as part of that relationship.

Let's Build Your Future Together

Let your financial dreams find their champion. Connect with Riverbend Wealth Management and explore how our wealth management services can redefine your financial horizon. Together, let’s unlock the door to enduring financial tranquility and success.

Schedule a No Obligation Complimentary Assessment Today

Frequently Asked Questions

Wealth management, in a nutshell, is like having a financial Swiss Army knife at your disposal. It’s an all-encompassing service designed to address various facets of your financial life. From developing investment strategies that aim to work as hard as you do, to navigating the ever-changing tides of tax laws, to planning for the golden years of retirement, it’s about putting all these pieces together in a way that makes sense for you.

Think of it as your financial one-stop shop, where every service is tailored to fit the unique needs of your financial landscape, striving for not just growth, but sustainable prosperity. At riverbend, it’s our mission to manage your wealth so you can have more time to live your life.

Typical wealth management fees usually come in a few flavors: you’ve got your flat fees, a percentage of assets under management (AUM), hourly rates, or even a combination. Think of it as choosing between a fixed menu or à la carte at your favorite restaurant. The percentage model is quite common, with rates typically ranging from 0.5% to 1.5% of your AUM annually.

It really boils down to the complexity of your financial needs and the level of personalized service you’re after. At Riverbend, we believe in transparent, fair pricing that aligns with the value you receive—no hidden ingredients, just straightforward, honest advice tailored to you.

Envision trying to assemble a complex piece of furniture without instructions or the right tools. Sure, you might figure it out eventually, but at what cost to your sanity and time? That’s where a wealth manager steps in — your guide, equipped with the knowledge, tools, and insights to help build your financial future with precision. It’s not just about investing; it’s about crafting a holistic strategy that covers every financial aspect of your life, from planning for retirement to supporting your family’s future security.

So, is it worth it? If strategic growth, and personalized financial care are important to you, then yes, a wealth manager is an investment in your future that’s well worth considering. At Riverbend, we’re committed to working diligently to help make that investment beneficial for you, in clarity, confidence, and financial well-being.

Imagine you’re at a gourmet restaurant. A financial advisor is like your waiter, guiding you through the menu, explaining dishes, and offering suggestions that align with your preferences. Wealth management, on the other hand, is the whole dining experience—chef, menu, ambiance, and all. It’s a comprehensive service that aims to address not just advice, but also the management of various financial affairs, from investments to estate planning, taxes, and beyond.

While a financial advisor focuses on providing advice on specific financial decisions, wealth management offers a broad approach to your entire financial picture, seeking to optimize every part of it. At Riverbend, we strive to blend the best of both worlds, offering the personalized advice of a financial advisor within the broad, strategic framework of wealth management.

One key aspect that sets Riverbend apart is our independence. We are not owned by a big bank or brokerage firm, which allows us to sit on the same side of the table as our clients. This independence enables us to provide more objective advice, as our recommendations are not influenced by corporate directives or sales quotas. Instead, we have the freedom to focus solely on what we believe is in the best interest of our clients, offering unbiased guidance tailored to their unique needs and goals.

It’s a common myth that financial advisors are only for the ultra-wealthy, like having a personal chef might seem a luxury reserved for the rich and famous. In reality, partnering with a financial advisor can be a game-changer at many net worth levels. Think of it as hiring a personal trainer for your finances. Whether you’re just starting to build your wealth, navigating a significant life transition, or looking to protect and grow your assets, there’s no one-size-fits-all answer.

The real question is, ‘Are you looking to make informed, strategic financial decisions?’ If the answer is yes, then it might be time to consider a financial advisor. At Riverbend, we’re here to help you at every stage of your financial journey, offering tailored advice that scales with your needs and aspirations.

Generally speaking, if your net worth — meaning the total value of all your assets minus liabilities — is north of $1 million, welcome to the club; you’re considered high net worth.

This status isn’t just a number; it’s a marker that opens up new strategies and opportunities for managing and growing your wealth, from sophisticated investment options to advanced tax planning and beyond. At Riverbend, we understand the unique challenges and opportunities that come with high net worth, tailoring our services to not just meet but exceed the expectations and goals of our discerning clients.

The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 

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