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Walking Along Your Journey

We strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.

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.

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Who We Are

Riverchase Wealth Management provides Fee-Only financial planning, investment management and tax services to individuals, families and businesses.

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What We Do

We work to become your core advisor and trusted resource for your personal, family and business needs. Our goal is to enable you to focus on your passions and be confident about your future.

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Why Riverchase

Utilizing our team’s experience and knowledge, we provide objective Fee-Only advice to develop and implement financial plans customized to your goals and aspirations.

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Your Financial Advocate

Your Financial Advocate

When dealing with your financial well-being, you need guidance from a financial planner that you can trust.  The advice should never be swayed by the interests of an outside third party.  As Fee-Only financial planners, we are able to remove the conflicts of interest regarding compensation since we don’t earn any commissions or sales incentives for the advice we provide.  This enables us to focus solely on our clients and what is in their best interest.

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