Riverchase Wealth Management, LLC

Riverchase Wealth Management, LLC

Financial Services 3419 Cross Timbers Road 6 employees
Employees
6
Contacts
4
Emails
4

Riverchase Wealth Management, LLC Overview

Headquarters
3419 Cross Timbers Road
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
6
Founded
2011
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Riverchase Wealth Management, LLC

We are a Fee-Only financial planning and investment management firm serving clients in the Dallas/Fort Worth area, Pittsburgh and the South Hills of Pittsburgh areas, and nationwide via virtual presence. Our mission is to help individuals and families improve their long-term success through independent, objective financial advice. The customized advice our CFP® professionals provide is designed to grow, protect and conserve your wealth. We primarily work with retirees and pre-retirees, executives and business professionals including business owners, and clients going through sudden life changes such as the death of a loved one, inheritance or divorce. With all our clients, our goal is to guide clients along the journey towards financial freedom so they can spend time doing what they love most. We do this by evaluating and adjusting retirement income sources, needs, and savings strategies; providing tax planning to optimize after-tax wealth and income; ensuring an appropriate plan and protection is in place for unplanned life events and estate disposition; and ensuring clients have a clear understanding how the plan is designed to meet their goals. When dealing with your financial well-being, you need advice from advisors whom you can trust. The advice should never be swayed by the interests of an outside third party. As Fee-Only financial planners, we are able to mitigate the conflicts of interest regarding compensation since we don’t earn any commissions or sales incentives for the advice we provide. This enables us to focus solely on our clients and what is in their best interest.

Riverchase Wealth Management, LLC Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage

Riverchase Wealth Management, LLC Org Chart

Sample employees and titles
Name Title Contact
Brit Parten, Ea, Fpqp Director of Operations at Riverchase
Email
Sean Kelleher Fee-only Financial Planner
Email
Jaco Jordaan, Cfp®, Cfa, Crps®, Caia, Chfc®, Ea Wealth Manager at Riverchase Wealth
Email
Rett Dean Principal at Riverchase Wealth
Email

Employees by Management Level

Individual contributor 2 profiles
Director 1 profile
Manager 1 profile
Senior / Lead 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 2 2 0
Finance 1 1 0
Executive 1 1 0

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