Welcome to Riverchase Wealth Management

We are a Fee-Only financial planning and investment management firm serving the Dallas/Fort Worth area. Our mission is to partner with individuals and families to improve their long-term success through independent, objective financial advice. The customized advice our financial planners provide is designed to grow, protect and conserve your wealth by delivering an unprecedented level of personalized service and expertise.

Working together, we’ll develop a financial plan to guide your decisions to reach your desired destinations, both short-term and long-term. Our professional and insightful guidance will ensure that you’re well informed and confident of your financial plans, no matter where you are in your life journey.

Our Team

Our Team

Our team of advisors and associates are dedicated to providing high-touch service and creating an exceptional client experience

more about our team
Our Services

Our Services

Our holistic approach to financial planning and wealth management is tailored to your individual needs, goals and available resources.

more about our services
Our Process

Our Process

Your financial picture is unique. We use proven processes to develop a financial plan tailored to your goals.

more about our process

"Having insurance doesn't guarantee good health outcomes, but it is a critical factor."

Irwin Redlener

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