Financial Advisor Services for Executives & Professionals

Executives & Professionals

The Unique Challenges of High Earners

High-income professionals often lack the time to manage complex finances. Compensation structures with bonuses, stock options, RSUs, and deferred pay can create confusion—and without planning, much of that wealth may be lost to taxes. Riverchase Wealth Management specializes in executive financial planning in Texas, Pittsburgh, and beyond, helping busy leaders make the most of their careers and their money.

How Riverchase Helps Executives

Optimizing executive compensation

We create strategies for exercising stock options, diversifying RSUs, and coordinating deferred comp plans.

Coordinating benefits & insurance

We review 401(k), HSA, ESPPs, and company insurance benefits to ensure every choice supports your financial plan.

Tax strategies for high incomes

With every advisor at Riverchase also an Enrolled Agent, we design proactive approaches to reduce tax burdens through charitable giving, Roth strategies, and timing income.

Investment advice beyond the 401(k)

We help you diversify concentrated stock positions and build portfolios outside employer plans.

Why Executives Choose Riverchase

We understand the pressures executives face, from late nights in corporate offices in Dallas to managing sudden stock windfalls in Pittsburgh.

Our firm provides:

  • Experience working with clients from major industries like tech, finance, and healthcare.
  • Flexible meeting options, including virtual planning sessions to fit demanding schedules.
  • Integrated planning that combines investments, benefits, and taxes under one coordinated strategy.

Our clients often work for companies like:

The Exxon logo in red text on a white background.
BNSF logo in orange text, with a black angled stripe underneath, on a white background.
Texas Instruments logo: red Texas shape with white TI logo, black text.
Keurig Dr Pepper logo: brown
Lockheed Martin logo with dark blue text and a stylized star.
Baylor Scott & White Health logo: blue and yellow cross icon over blue text.
Microsoft logo: a square composed of four colored squares (red, green, blue, yellow) followed by the word
Man in suit using tablet, smiling, in modern office setting with people blurred in background.

Next Steps for Busy Professionals

You’ve worked hard to achieve career success. Let Riverchase Wealth Management help you turn that success into a long-term plan for financial independence.

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