Helping you achieve your financial goals.
What We Believe
Advocate
Working for our clients and not an institution.
Transparent
Clear, open communication.
Dedicated
We are fully invested in helping you achieve your financial goals.
Independent Financial Advocates
Advocating for our client’s financial success.
Who We Are
Riverview Wealth Partners
Independent Financial Advocates
Our team of experienced wealth managers act as independent financial advocates, focused on helping our clients. Our advisors work with individuals, families, executives and business owners to understand their goals and develop personalized actionable, fundamentally sound and comprehensive plans.
Our Approach
We work for you, not for the bank or an institution
Helping you to Manage & Preserve Wealth, Reduce Uncertainty & Make it Matter
Our Services
Broad Capabilities to help you Achieve Your Goals
Every Aspect of Our Process is Specifically Tailored to YOU
GOALS BASED FINANCIAL PLANNING
- Retirement Planning
- Cash Flow Management
- Education Funding
- Risk Management Options
Investment MANAGEMENT
- Portfolio Analysis
- Asset Allocation
- Risk Management
- Integrating Portfolio Construction into Planning
ESTATE & INCAPACITY PLANNING
- Wealth Transfer Services
- Trust Utilization & Services
- Multigenerational planning
- Addressing concerns for aging parents
Banking Services
- Review Deposit Services
- Mortgages and Home Equity Loans
- Asset Secured Lines of Credit
Tax planning*
- Retirement Distribution Planning
- Income Tax Planning
- Executive Compensation and Benefits
- Transfer Tax Minimizations Strategies
* Stratos Wealth Advisors, LLC, and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.