Rivertree Wealth is a retirement planning firm that believes in comprehensive planning and thoughtful investing. Our process is personalized and intentional.
We help you invest wisely, pay less in taxes, and live your dream retirement. Schedule a call with us today to learn more about how we can help.
We help people just like you.
We currently serve clients in 21 different states.
We carefully manage over $114 million of assets on behalf of our clients.
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- Steve B.
- David C.
- Steffanie E.
- Christi B.
- Marissa W.
- Doug H.
- Jim S.
- Rob G.
- Lori H.
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We help identify your "why" so you have a plan that's uniquely yours.
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Our focus on tax planning helps lower your tax bill this year and throughout the rest of your life.
We help you design a strategy that balances stability and growth, accounts for inflation, and gives you confidence that your money will last.
A carefully crafted estate plan not only passes your assets to your heirs, but it does so in the most tax-efficient manner while providing you peace of mind.
Good retirement planning can only be done when it's done wholistically.
We don't work with everyone. We only work with people who are 50+ and within 5 years of retirement.
We serve over 100 clients all over the nation. Remote work is where we thrive and we are set up specifically for it.
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