Meet Your Team

Your trusted fiduciaries.

Jacob Duke, CFP®, MBA

Founder & Lead Advisor

"Life is about more than money. My goal is to take the burden of managing your finances off of you so you can enjoy life to the fullest."

Andrew Wood

Associate Financial Advisor

"I love getting into the details and crafting financial plans that are unique & specific to each client."

Barri Bridges

Client Services

"Our top priority is providing a wonderful experience for our clients. We want our clients to feel like they are a part of a family."

FAQs

Answers to our most commonly asked questions.

Are you a Fiduciary?

Yes. We are fiduciaries 100% of the time and do not receive commissions for selling investment products.

Who does Rivertree work best with?

We work best with people age 50+ who have $1 million (or more) of assets saved for retirement.

Besides that, we only work with nice people.

What services do you offer?

At Rivertree, we believe that a plan is only valuable if it is comprehensive. Because of this, we offer the following services:
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- Investment Management
- Tax Planning
- Income Planning
- Social Security Optimization
- Estate Review

Are you a CFP®?

Yes. Our advisors are CFP® Professionals or are in the process of attaining the CFP® designation.

Do you offer tax planning?

Yes. Tax planning is a crucial part of any retirement plan. We evaluate and plan for things like:

- Roth conversions
- Tax-loss harvesting
- Tax-gain harvesting
- Lowering Social Security taxes
- Avoiding IRMAA

Where are my assets held?

We use Charles Schwab as the primary custodian for all Client accounts.

It is important to have a trusted, 3rd-party custodian that is responsible for the safe-keeping of your life savings.

Let's talk

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Securities and Investment Advisory Services offered by Rivertree Wealth LLC, a Registered Investment Advisor (CRD # 329595). Rivertree Wealth LLC does not provide legal or tax advice. Insurance services are provided by each advisor in their individual capacity and are supervised by the state in which any insurance business is conducted.