Individual Investors Customized wealth management strategies for the individual investor

Every plan in life requires structure to be successful. As we work with you to create and implement a sound financial plan, we focus on your goals and needs so that you can live the lifestyle you desire. You can feel confident knowing that when you choose to work with Riverpeak Partners as your trusted financial advisor, the strategies that we agree upon will be implemented and executed with precision.

  • We appreciate the complexities and changing priorities of life. That’s why our expertise is grounded in three basic financial concepts most people go through: wealth accumulation, conservation and distribution. Truly understanding what stage you’re at now and where you want to be is what drives our plan to help get you there. Once we develop your unique, comprehensive financial plan, we follow a disciplined process to help keep you on track to meet your goals.

  • Our team at Riverpeak Partners offers a comprehensive range of retirement planning services, including income generation strategies, to help you make the most of the best years of your life.

  • Due to the fact that most families will have to incur educational expenses before retirement, their concerns about future education expenses can be even greater than their future retirement needs. We help clients plan for these events through tax-efficient vehicles like a college savings 529 plan.

  • By allocating your assets to a diverse variety of sectors and investments, we attempt to increase the likelihood of generating a more consistent, positive return over the long term. Our goal for all clients is to help them achieve their objectives without assuming any unnecessary risk.

  • You've worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your death the assets you leave behind will continue to be a source of support for your family, friends, and the causes that are important to you. But to ensure that your legacy reaches your heirs as you intend, you must make the proper arrangements now. We assist you in your planning needs by helping determine the most appropriate course of action as well as selecting the most effective vehicles to implement your plans.

There is no assurance any investment strategy will be successful. Investing involves risk including the possible loss of principal. Asset allocation does not guarantee a profit nor protect against loss. Earnings in 529 plans are not subject to federal tax and in most cases state tax, as long as you use withdrawals for eligible college expenses,such as tuition and room and board. However, if you withdraw money from a 529 plan and do not use it on an eligible college expense, you generally will be subject to income tax and an additional 10% federal tax penalty on earnings.