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Fee-only and
fiduciary

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You have worked tirelessly to build your business, so you don't have the time to manage your wealth. Create a plan you can feel confident about that factors in how to grow your company, reduce your tax implications, and transfer or sell your business when it's time to retire.

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25+ years of
experience

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You have worked tirelessly to build your business, so you don't have the time to manage your wealth. Create a plan you can feel confident about that factors in how to grow your company, reduce your tax implications, and transfer or sell your business when it's time to retire.

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IRS enrolled agents
with tax backgrounds

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You have worked tirelessly to build your business, so you don't have the time to manage your wealth. Create a plan you can feel confident about that factors in how to grow your company, reduce your tax implications, and transfer or sell your business when it's time to retire.

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Lower client
advisor ratios

+ Learn More
You have worked tirelessly to build your business, so you don't have the time to manage your wealth. Create a plan you can feel confident about that factors in how to grow your company, reduce your tax implications, and transfer or sell your business when it's time to retire.

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Executive, business
owner, or retiree

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$200.000+
annual income

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$500,000+
investable assets

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Want to delegate your
wealth management

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How do you define financial planning?

Our mission is to help individuals and families improve their long-term success by providing 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.

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

How are you compensated for your services?

Our mission is to help individuals and families improve their long-term success by providing 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.

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

Why should I choose a fee-only financial planner?

Our mission is to help individuals and families improve their long-term success by providing 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.

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

How much do you charge for your services?

Our mission is to help individuals and families improve their long-term success by providing 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.

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

What does your process require of me?

Our mission is to help individuals and families improve their long-term success by providing 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.

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

What areas of financial planning do you advise on?

Our mission is to help individuals and families improve their long-term success by providing 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.

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

Will you have access to my investment accounts?

Our mission is to help individuals and families improve their long-term success by providing 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.

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

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Rett Dean, CFP, EA

Co-founder and principal

Rett Dem Pic 972.471.9013 rett@riverchasewealth.com

Meet Rett

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Sean Kelleher, CFP, EA

Co-founder and principal

Sean Kellerher 972.471.9013 sean@riverchasewealth.com

Meet Sean

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Get involved and learn more

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Why use a CFP?

What our certification means for you

CF® practitioners agree to act fairly and diligently when providing you with financial planning advice and services, putting your interests first. The Code of Ethics states that CF® practitioners are to act with integrity, offering you professional services that are objective and based on your needs. As a certified CFp®, we agree to meet the following requirements:

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Why use a CFP?

What our certification means for you

CF® practitioners agree to act fairly and diligently when providing you with financial planning advice and services, putting your interests first. The Code of Ethics states that CF® practitioners are to act with integrity, offering you professional services that are objective and based on your needs. As a certified CFp®, we agree to meet the following requirements:

Education

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Examination

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Experience

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Ethics

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Why Riverchase Wealth

Much more than a financial advisor

Whether you want to travel, spend time with family, or prepare for a stress-free retirement, we will give you the finacial choices tp achieve your goals. This is not a transaction; we offer a community that extends beyond finances. We value the relationships that we form with our clients, and look forward to seeing their goals come to fruition.

Learn More About Us

Our Process

Your guide throughout your financial journey

1

Initial Consultation

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Let’s get to know each other

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Ready? Schedule your initial consultation

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What is The Yield Curve Telling Us?

Bulls Over Stock Graphics
This has been a busy week for the many pundits on Wall Street. Last week was a volatile week in the markets that many
Read the full article

A Bucket Plan to go with Your Bucket List

Mature Middle Aged Couple Family Wife And Husband Counting Funds, Savings Declarations, Investments,paperwork, Financial Documents, Bankruptcy, Court Case, Bills, Pension With Laptop.
The baby boomers have re-defined everything they've touched, from music to marriage to parenting and, more lately, to what "old" means—60 is the new
Read the full article

A Bucket Plan to go with Your Bucket List

Mature Middle Aged Couple Family Wife And Husband Counting Funds, Savings Declarations, Investments,paperwork, Financial Documents, Bankruptcy, Court Case, Bills, Pension With Laptop.
The baby boomers have re-defined everything they've touched, from music to marriage to parenting and, more lately, to what "old" means—60 is the new
Read the full article

What is The Yield Curve Telling Us?

This has been a busy week for the many pundits on Wall Street. Last week was a volatile week in the markets that many
Read the article
Bulls Over Stock Graphics

A Bucket Plan to go with Your Bucket List

The baby boomers have re-defined everything they've touched, from music to marriage to parenting and, more lately, to what "old" means—60 is the new
Read the article
Mature Middle Aged Couple Family Wife And Husband Counting Funds, Savings Declarations, Investments,paperwork, Financial Documents, Bankruptcy, Court Case, Bills, Pension With Laptop.
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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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