About Us › Why Us

Our independence gives us the freedom to be different. RiverStone Wealth Management was built on a solid foundation of true independence. While we may have access to the same tools and technology of the larger firms, we choose to use them in a profoundly different way. Our holding company owns a broker/dealer, a registered investment advisor, and an insurance agency. Through these divisions we are able to strike out and develop our own unique solutions for our clients by selecting from the best investment products, insurance products, trading desk opportunities or private money managers.

Why RiverStone Wealth Management ?

• Long-term perspective
• No conflicts of interest
• Proven 5-step advisory process
• Committed to continuous improvement
• World class technology and research

Long term perspective We recognize the lifetime value of each client relationship. From this long-term perspective we have built our business plan. What that means to you is we are focused on understanding your particular situation, deploying all our resources to deliver the best possible advice and continue to serve to the best of our ability each day. We only grow as you grow so our mission is to do it right and make a difference.

No conflicts of interest You may or may not realize that many of the large multi-national firms in our industry push their own proprietary investments with sales incentives or sales quotas, putting their sales team in the difficult position of having to decide whether to do the right thing for the client, or for themselves. We have NO proprietary products and no sales quotas. Our Wealth Management advisors are charged with putting the interests of the client first, period. That is what leadership is all about.

Proven 5-step advisory process Understanding the unique situation of the client is where each relationship begins at RiverStone Wealth Management. We have no pre-packaged solutions or cookie-cutter plans- they are all tailored to meet exacting specifications…yours. Our discipline includes the use of sophisticated software and cutting edge research, a thorough review of all potential plan components and an analysis of how well they meet your goals and objectives, asset allocation, best execution, on-going monitoring and scheduled review. The byproduct? Stewardship. A system of checks and balances and improved client communication. In an industry where the little things make a big difference, this successful methodology is a key differentiator.

Learn more about our process.

Committed to continuous improvement All registered reps in our business are required to continue their education. RiverStone Wealth Management takes this commitment seriously. In fact, continuous improvement is one of our core values. Whether we increase our knowledge, improve our methods, streamline our policies and procedures, tighten up communications or just increase efficiency…we are creating a culture of lifelong learning.

World-class technology and research We are in the information business. This is no understatement; the value of the right information at the right time is core to remaining competitive. RiverStone Wealth Management has secured redundant research and data subscriptions from industry leaders and maintains rigorous technology maintenance to ensure optimal reliability. Our research is independent and free from bias associated with proprietary products or sales promotion. Clean business is one of our core values and that means being committed to the truth, straightforward and factual.