CLIENT PROFILES
Who We Serve
Our Specialty Clientele
At Riverchase Wealth Management, we don’t try to be everything to everyone. We focus on financial advisor services for high earners in Texas and Pennsylvania, along with clients across the country who have complex needs. Typically, we work with individuals and families who have at least $1M in investable assets, $200k+ in annual income, and who are seeking a long-term collaborative relationship with an advisor.
Client Profiles
Executives & Business Professionals
Busy corporate leaders, entrepreneurs, and professionals often face complicated compensation packages, stock options, and demanding schedules. We help them optimize benefits, manage stock options and RSUs, and reduce taxes.
Pre-Retirees & Retirees
If you’re within 10 years of retirement or newly retired, we create clear income and distribution strategies, review Social Security timing, and prepare for healthcare expenses.
Sudden Wealth & Life Transitions
From inheritances to widowhood or divorce, sudden financial changes require both compassion and expertise. We provide stability during emotional times and help chart a new financial course.
Business Owners
Entrepreneurs must balance personal and business wealth. We help with succession planning, retirement savings beyond the company, and integrating tax strategies for business exits or growth.
Do You Fit One of These Profiles?
Here’s a quick way to know if Riverchase Wealth might be right for you:
Are you a professional earning $200k+ annually?
Are you approaching retirement with at least $1M in savings?
Have you recently received an inheritance or lost a spouse?
Are you a business owner seeking personal and company financial coordination?
If so, Riverchase may be the trusted advisor you’ve been looking for.
Personalized Strategies for Every Profile
No two clients are alike. While executives often need stock option planning, and widows may need financial education and estate guidance, we build strategies around each individual’s priorities. Our integrated approach—combining wealth management with proactive tax planning—means every piece of your financial life is addressed.
