Welcome Letter

Dear Investor,

Since 1995 when we first set out and organized what is now RiverStone, everything we’ve done is for you. We’ve built a world class platform, recruited and trained the right team, affiliated with the strongest financial partners, and implemented state of the art technology...but that’s not all.

We have honored our commitments, met and worked through adversity, fought for just causes, made mistakes and adjustments, re-created, re-focused, re-grouped and reinvented. But that’s not all.

We have collaborated with peers and advisors within and outside our industry, examined our weaknesses and accentuated our strengths, facilitated discovery of new ideas, implemented best practices, volunteered, chaired committees and held elected positions that make a difference. But that too, is not all.

We have set and achieved lofty goals, overcome impossible odds, kept our word and kept our heads, lead the way, stood in the gap, sought higher authority, and recognized the value of every, single client. This we’ve done in preparation for you. Welcome aboard.

I have a high degree of confidence you will enjoy a meaningful relationship with your RiverStone Wealth Advisory Team because when it comes to people, the best indicator of the future performance is past experience. We are all accountable at RiverStone and if you need to reach out to me, I make myself available. My phone number is 512.476.5554.

Very truly yours,

Brian E. Smith
President and Chief Executive Officer