Our Services

Riverchase Wealth Management specializes in providing Fee-Only comprehensive financial services to individuals, families and businesses.   Working on a Fee-Only basis we are able to remove the conflicts of interest regarding compensation and focus solely on our clients, and what is in their best interest.

In working with our clients, we strive to become their core advisor and trusted resource for their personal, family and business needs. Our goal is to enable our clients focus their time and energy on what is most important to them and will bring them fulfillment.

Wealth Management

Our wealth management services are the core focus of the firm.  Wealth management encompasses both financial planning and investment management for our clients on an ongoing basis.  Clients engaging us for this service will benefit from having on ongoing partner to oversee their financial plan, and assistance with implementing and monitoring the plan.

Learn More

Financial Planning

Occasionally, we work with clients that only need help with developing their financial plan and don’t need or desire an ongoing relationship.   For those clients, we offer a more limited one-time financial plan with no investment management or ongoing assistance.

Learn More

Investment Management Services

We offer investment management services as either a stand-alone service, or as part of our more extensive Wealth Management services.   Our investment management services are offered to help you achieve the goals of your financial plan.  Those goals, your tolerance for risk and your time horizon will determine the asset allocation of your portfolio.

Learn More

401(k) Plan Services

If you are an employer currently offering a 401(k) plan, or wanting to start offering one to your employees, Riverchase Wealth Management can help.  Employees value employers who offer retirement plan benefits, therefore having a plan that your employees appreciate can help improve loyalty and morale among your employees.

Learn More

Tax Services

Riverchase Wealth Management is able to assist individuals and families with their income tax needs. The principals of our firm are experienced Enrolled Agents with extensive knowledge of the United States tax laws and regulations. Our services include tax preparation, tax planning and IRS audit representation services.

Learn More