Investment Planning Services
Sculpt Your Financial Future
Sculpting Your Wealth with Precision Investment Strategies
Our approach to investment planning aims to go beyond the ordinary, crafting strategies that can support your financial growth and financial independence. Recognizing that each investor’s journey is distinct, we tailor our guidance to mirror your unique aspirations, whether you’re cultivating a robust portfolio, nearing the tranquility of retirement, or already navigating the post-career landscape. Our investment planning services are designed to propel your wealth forward by aligning seamlessly with your broader life objectives.
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“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
Unlocking the Potential of Your Wealth
Experience the empowerment of having an investment strategy that not only aims to nurture your wealth, but also aims to align perfectly with your life’s milestones.
With us, investment planning is more than growing your assets; it’s about crafting a financial plan that aims to support your dreams today as well as try to preserve your legacy for tomorrow.
Core Values of Riverbend Investment Planning
Personalization
Crafting investment strategies that are as unique as you, tailored to meet your individual goals, risk tolerance, and financial timeline.
Diversification
Spreading investments across various asset classes to mitigate risk and capitalize on opportunities in different market conditions.
Adaptability
Remaining flexible to adjust strategies in response to market fluctuations and life changes, with the goal that your portfolio continues to align with your goals.
Discipline
Maintaining a long-term perspective and a disciplined approach to investing, will help to avoid reactive decisions based on short-term market movements.
Transparency
Providing clear, straightforward advice and keeping you informed about your investments and how they contribute to your overall financial plan.
Comprehensive Services for
Strategic Investment Planning
Asset Allocation
Designing a balanced mix of investments to match your risk tolerance and goals.
Portfolio Management
Ongoing oversight and adjustments to your investment portfolio with a goal of optimize performance.
Risk Assessment
Evaluating your financial situation and tolerance for risk to inform investment choices.
Market Analysis
Leveraging in-depth market research to identify opportunities and potential risks in your investment strategy.
Retirement Planning
Integrating investment strategies that are designed to support your desired lifestyle in retirement.
Tax-Efficient Investing
Structuring your investments to help minimize tax liabilities.
Wealth Preservation
Implementing strategies that may help protect and sustain your wealth for future generation.
Estate Alignment
Aligning your investments with your estate plan to address your goals for your lifetime and your legacy.
Education Savings
Utilizing tax-advantaged investment options to fund educational goals.
Performance Monitoring
Regularly reviewing your investment performance against benchmarks and adjusting as needed.
The information in this material is not intended as tax or legal advice. Riverbend Wealth Management and Stratos Wealth Advisors do not provide tax advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Investment Planning for Every Financial Vision
We understand that each financial vision is as unique as the individual behind it. Our investment experience lies in customizing strategies that not only aim to achieve your specific financial aspirations but also adapt to the evolving landscape of your life and the markets. Whether you’re building an empire, transitioning to retirement, or securing a legacy, our team is at your service, helping to turn visions into reality.
Catalyzing Business Owner Success
For entrepreneurs, your investment strategy can be a pivotal tool in supporting your enterprise’s expansion and your personal financial freedom. We strive to deliver innovative solutions that can contribute to your business’s financial strength while simultaneously considering your personal investment goals.
Charting a Prosperous Pre-Retirement Journey
As retirement approaches, strategic investment becomes increasingly critical. We help create investment portfolios that attempt to balance growth with risk management.
Helping To Enrich Retirement With Your Investments
Enjoying your retirement should come without financial worries. Our focus shifts to optimizing income generation from your investments, aiming to support your wealth’s continued growth and aims to provide you with the lifestyle you’ve envisioned and worked hard for.
Why Choose Us
Our seasoned advisors not only deliver experience but also genuine empathy and personalized engagement, striving to thoroughly recognize and value your unique visions, goals, and worries. We aim to transcend traditional wealth management and investment planning, embarking on a collaborative journey to meticulously craft your financial 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.
Experienced
Our team, is led by Jeremy Finger a Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®). Jeremy Finger has decades of combined experience helping clients achieve their financial goals.
Customization
We believe every person is unique and deserves a tailored plan that matches their specific needs and objectives.
Relationship
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
Our goal is to help your goals become a reality. You can connect with Riverbend Wealth Management today.
Frequently Asked Questions
What is investment planning services?
Investment planning services encompass a comprehensive approach to managing an individual’s or entity’s investments. This service involves strategizing to build a diversified investment portfolio tailored to the client’s financial goals, risk tolerance, and time horizon. Key components include asset allocation, risk management, and ongoing portfolio monitoring and making adjustments to help optimize returns and meet financial objectives while minimizing risk. Through investment planning services, clients receive personalized advice and strategies aimed at enhancing their wealth and working to achieve their long-term financial objectives.
What does an investment planner do?
An investment planner is a financial professional who assists clients in creating and managing a strategic investment portfolio. Their primary role includes assessing the client’s financial goals, risk tolerance, and investment timeline to craft a tailored investment strategy. They focus on asset allocation, diversifying investments to balance risk and return, and regularly reviewing and adjusting the portfolio in response to market changes or shifts in the client’s goals. Additionally, investment planners offer guidance on tax-efficient investing, retirement planning, and wealth preservation in an effort to develop a comprehensive approach to the client’s financial well-being.
Is it worth paying for a financial planner?
Investing in the right financial planner can be highly beneficial. Financial planners provide guidance and personalized strategies that address your unique financial situation and goals. They can help you navigate complex financial decisions, identify tax-saving opportunities, and help manage your investment portfolio for long-term growth.
Moreover, financial planners offer valuable insights into retirement planning, estate planning, and risk management, taking a holistic approach to your financial health. The value of a financial planner lies not just in the potential financial gains but also the potential for clarity they can bring to managing your finances, making it a worthwhile consideration for many individuals seeking to secure and enhance their financial future.
The information in this material is not intended as tax or legal advice. Riverbend Wealth Management and Stratos Wealth Advisors do not provide tax advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Fidelity Investments® (“Fidelity”) is an independent company, unaffiliated with Riverbend Wealth Management. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by your advisor and does not guarantee or assume any responsibility for its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, and SIPC. 1148810.1.0
