River Wealth Advisors
Financial Services
100 Corporate Center Drive
23 employees
- Employees
- 23
- Contacts
- 4
- Emails
- 4
- Phones
- 4
River Wealth Advisors Overview
- Headquarters
- 100 Corporate Center Drive
- Phone Number
- Available in AeroLeads
- Website
- riverwealthadvisors.com
- Industry
- Financial Services
- Employees
- 23
- Founded
- 2015
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About River Wealth Advisors
River Wealth Advisors is a fee-only, SEC-registered investment advisor located in Camp Hill, PA and Allentown, PA. We focus on understanding you, your needs, and your short- and long-term financial objectives. This approach helps us to develop a personalized financial and investment plan that guides you through life's changing currents and helps you achieve financial success. We offer concierge-level service to individuals and small businesses in the following areas: Individual and Multi-Generational Wealth Management; Comprehensive Financial and Retirement Planning; Trust and Estate Planning; Legacy Mapping; and Retirement Plans for Businesses. Our wealth advisors are experienced and credentialed supported by a team-based service model. DISCLAIMER Information on River Wealth Advisor’s social media sites should not be construed as a recommendation by River Wealth Advisors, its principals or personnel, as an offer to sell or solicitation to buy any securities or as personalized investment advice. Any opinions expressed by River Wealth Advisors or its employees on the Company’s Social Media Sites are as of the date of publication and are subject to change. Information that River Wealth Advisors post is taken from sources that River Wealth Advisors believe to be reliable, but is not guaranteed by River Wealth Advisors for accuracy or completeness. River Wealth Advisors reserve the right to remove any comments, photos, videos, discussion posts, wall posts and any other third party-posted content that we deem inappropriate or that contains confidential information, profanity or illegal material. River Wealth Advisors also reserve the right to ban from its social media sites any commenters that violate these parameters. Visitors to these social media sites must avoid posting positive reviews of their experiences with the Company, its personnel, principals or its services as such posts may be considered testimonials under state and federal securities laws.
River Wealth Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 4
- 100.0% coverage
River Wealth Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Nancy Dinh | Partner at Red River Wealth Advisors | Dallas-fort Worth Metroplex, United States |
Email
Phone
|
| Robert Caplan, Mba, Cfa | Retired, Former CEO of River Wealth | Camp Hill, Pennsylvania, United States |
Email
Phone
|
| Eric Wiegand, Cfp® | Partner, Senior Wealth Advisor at River | Allentown, Pennsylvania, United States |
Email
Phone
|
| Michele Gould | Camp Hill, Pennsylvania, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
5 profiles
Manager
3 profiles
Executive
2 profiles
Director
1 profile
Senior / Lead
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 3 | 3 | 3 |
| Sales | 3 | 3 | 0 |
| General | 2 | 2 | 0 |
| Finance | 1 | 1 | 0 |
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