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Fee-only and
fiduciary

+ 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.

25+ years of
experience

+ 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.

IRS enrolled agents
with tax backgrounds

+ 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.

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.

Sample of Features 2

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Executive, business
owner, or retiree

$200.000+
annual income

$500,000+
investable assets

Want to delegate your
wealth management

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Charles Schwab
Financial Planning Association
National Association of Personal Financial Advisors
Certified Financial Planner
NATP Member
National Association of Enrolled Agents

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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

972.471.9013 rett@riverchasewealth.com

Meet Rett

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Sean Kelleher, CFP, EA

Co-founder and principal

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

Let’s get to know each other

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Ready? Schedule your initial consultation

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Sample Of Feature Blog Cards

Quarterly Market Update – Q2 2025

Economic and Market Update We’ll start this Quarterly Update with a cursory review of the economy and markets through Q1 before turning to comment
Read the full article

Quarterly Market Update – Q1 2025

Economic and Market Update Coming into 2024, questions remained whether the U.S. economy could continue to skirt a recession. Expectations were that the Fed
Read the full article

2025 Tax Updates

As we close out 2024, we can start to look forward to planning in 2025. As always, taxes will play a significant role in
Read the full article

Quarterly Market Update – Q2 2025

Economic and Market Update We’ll start this Quarterly Update with a cursory review of the economy and markets through Q1 before turning to comment
Read the full article

Quarterly Market Update – Q1 2025

Economic and Market Update Coming into 2024, questions remained whether the U.S. economy could continue to skirt a recession. Expectations were that the Fed
Read the full article

2025 Tax Updates

As we close out 2024, we can start to look forward to planning in 2025. As always, taxes will play a significant role in
Read the full article

Eye on the Fed – December 2024 FOMC Meeting Commentary

December 2024 FOMC Meeting Review The Federal Open Market Committee announced a 0.25% rate cut at the December meeting, bringing the rate down to
Read the full article

Your Retirement Income Plan is About More than Money

Your Retirement Income Plan is About More than Money By the time you reach retirement, you’ll have spent years of your life working and
Read the full article

How Do Elections Impact the Markets?

election
We are less than a month from the highly anticipated Election Day 2024. The race for President is very tight and is expected to
Read the full article

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 full article

Quarterly Market Update – Q2 2025

Economic and Market Update We’ll start this Quarterly Update with a cursory review of the economy and markets through Q1 before turning to comment
Read the article

Quarterly Market Update – Q1 2025

Economic and Market Update Coming into 2024, questions remained whether the U.S. economy could continue to skirt a recession. Expectations were that the Fed
Read the article
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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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