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Those Going Through Life Transitions

Life transitions such as sudden inheritance, divorce, or death of a loved one can be overwhelming, both emotionally and financially.

At our wealth management firm, we understand the complexities of these situations and can provide guidance and support during these challenging times. We work closely with you to understand your unique financial situation and goals, and provide customized financial planning solutions to help you navigate these transitions. Whether you need help with estate planning, investment management, or tax planning, we have the expertise to help you make informed financial decisions for your future.

Our goal is to help you achieve financial peace of mind during these challenging times, so that you can focus on what matters most to you.

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Fee-Only

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25+ years of
experience

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Enrolled Agents
With the IRS

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Quality relationships
with each client

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Strong community
involvement

Partner With Our Collaborative Team

Feel confident knowing you have a team working

on behalf of your best interests

 

Schedule a consultation

Our Strategic Partners

Collaborating with industry professionals to create the right solutions for you.

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Get in touch with us
972.471.9013
info@riverchasewealth.com

3419 Cross Timbers Road, Suite 105
Flower Mound, TX 75028

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RIVERCHASE WEALTH MANAGEMENT, LLC IS A REGISTERED INVESTMENT ADVISER.
INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SECURITIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN.

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