WEALTH MANAGEMENT

Delivering a personal and tailored client experience to individuals and families designed to grow and protect wealth. Our wealth management and client services team of independent fiduciary advisors strives for excellence in service to clients and society. We are guided by Riverwater’s vision to be a leading investor in the ESG space by aligning sustainable values with investments that generate superior returns.

Our services include: 

  • Evaluate current financial position, risk tolerance and time horizon
  • Design tailored asset allocation strategy
  • Family wealth transfers
  • Financial planning
  • Investment strategy due diligence
  • Ongoing management and monitoring of investments
  • Cash flow management

ACTIVE MANAGEMENT

We believe in the value of active management over mulitple market cycles and in the value of incorporating ESG criteria in the selection of managers and stocks.

ALIGN INVESTMENTS WITH VALUES

We align each client’s specific values with their investments. Working for positive change and acheiving competitive returns do not have to be mutually exclusive.

DISCIPLINED RESEARCH

Using a proprietary research method, we seek high quality management and focused portfolios that generate sustainable impact.

CERTIFIED B CORP

Proud to be the first Wisconsin financial services firm to obtain B Corp status and receive Best for the World honor in 2019. This means we meet the highest standards in social and environmental performance.