Why Riverchase Wealth Management

Your Partner in Financial Freedom

Our Mission & Values

As a fee-only financial advisor in Texas and Pennsylvania, we believe objectivity is the cornerstone of trust. Our advisors work only for you—never for commissions or product sales. We build lasting client relationships through independence, tax-inclusive planning, and clarity. At Riverchase Wealth Management, we live by the philosophy: “Don’t let taxes drive decisions, but always factor them into the plan.”

About Our Team

Our leadership includes Rett Dean, CFP®, EA and Sean Kelleher, CFP®, EA, who founded Riverchase to bring personalized financial planning to families in Flower Mound. In Pittsburgh, Jaco Jordaan, CFA, CFP®, EA leads our South Hills office, blending deep investment expertise with client-first service. Behind them is a team of credentialed professionals who share a common goal: delivering clarity and confidence to every client.

Our Story

Riverchase Wealth Management began in Flower Mound, TX, built on the vision of offering objective wealth management that integrates planning, investments, and tax expertise. Over the years, our presence expanded to Pittsburgh while continuing to serve clients nationwide virtually. What has never changed is our focus on building relationships and simplifying complex decisions for high-net-worth individuals.

Who We Serve

We are selective about who we partner with, so our clients receive the best possible experience.

Our ideal clients:

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$1M+ in investable assets

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$200k+ annual household income

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Pre-retirees, executives, recent widows, or sudden wealth recipients

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Those seeking a long-term partnership with a trusted advisor

We’re not the best fit for:

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Individuals seeking hourly budgeting help

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Those with less than $500k in investable assets

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Anyone looking for short-term, transactional advice

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Community & Trust

Riverchase Wealth Management is proud to be part of the Flower Mound and Dallas–Fort Worth community. Our advisors are active in professional associations like NAPFA, and the National Association of Enrolled Agents, and we’ve been recognized for our commitment to client-first advice.

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WHO WE ARE

Our Team

An independent, Fee-Only wealth management firm dedicated to your growth.

Get in Touch
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Ready to Start Your Journey?

We invite you to schedule a consultation and learn how Riverchase Wealth Management can help align your finances with your life goals.

Schedule Consultation