Financial Planning and Wealth Management in Flower Mound, TX & Beyond

Welcome to Riverchase Wealth Management.

Comprehensive Strategies for Families and Professionals

If you’re searching for a trusted financial advisor in Flower Mound, you want more than generic advice. At Riverchase Wealth Management, we deliver comprehensive wealth management for families and professionals who want clear direction and a long-term partner. From our office in Flower Mound, TX, and through our Pittsburgh, PA team, we serve clients across the Dallas–Fort Worth area and nationwide with personalized, fee-only guidance.

American flag waving on a pole.

Trusted Local & Nationwide Advisors

Our firm is proud to be part of the Flower Mound community while also helping clients in Pittsburgh and across the country. Whether you prefer face-to-face meetings near Grapevine Lake or virtual reviews from your home in Florida, Colorado, or Oregon, we provide consistent support tailored to your lifestyle.

Riverchase Founders

Rett Dean, CFP®, EA & Sean Kelleher, CFP®, EA

Why We're Different

Riverchase isn’t just another wealth manager. Every advisor on our team is both a CFP® professional and an Enrolled Agent with the IRS, which means tax strategy is built into every recommendation. With over 60 years of combined experience, we approach financial planning as a lifelong partnership—helping clients simplify decisions, reduce taxes, and focus on what matters most.

Who We Help

Is Riverchase the right fit for you? We typically work with clients who have at least $1 million in investable assets and $200,000+ in annual income. Our focus includes:

Black golf club and ball on a tee.

Pre-Retirees & Retirees

You are five to ten years before your retirement, and looking for a clear roadmap.

Black office chair icon.

Executives & Professionals

You're a high earner managing stock options, RSUs, and complex benefits.

A dollar symbol with radiating lines above gold bars.

Sudden Wealth

You're an inheritance recipient, a widow, or otherwise adjusting to new financial realities.

Black and white presentation screen with decreasing bar graph and downward arrow.

Business Owners

You're an entrepreneur balancing personal wealth with company finances.

What We Do

Our work goes beyond investments. We offer integrated services, so every part of your financial life works together.

Financial Planning

Comprehensive, goal-focused planning that covers retirement, tax, estate, and insurance.

Investment Management

Disciplined portfolio strategies aligned with your objectives.

Tax Planning & Prep

Proactive, year-round strategies plus tax prep for clients with $1M+ AUM.

Why Choose Riverchase?

Black and white icon of two hands clasped in a handshake, symbolizing agreement or collaboration.

Fee-only fiduciary commitment

Black light bulb with rays emitting outward.

Tax-smart Expertise

Person icon with badge and check mark.

Personalized Attention

Silhouette of the United States of America in black against a white background.

National Reach, Local Touch

Schedule a Consultation