Through our team approach, our firm is solution based and not product driven.  Our process includes a “getting to know” the client process where, after numerous meetings and phone conferences, we help identify the gaps in your family’s current investment strategy and provide real solutions to any shortfalls aimed at moving your family’s financial future in the right direction.  Our vast platform allows us to provide our clients with a diversified investment portfolio that is suitable for the individual client’s investment goals and risk tolerance.

Taking on the role of quarterback for our clients, we work alongside your existing legal, accounting, banking and insurance advisors to assist families with their financial and life needs that could include obtaining long-term insurance, setting up trusts, drafting wills, managing or setting up 401k’s, IRA’s or other retirement accounts and managing inheritance taxes.  If you need assistance with obtaining third party advisors, we can introduce you to a number of different attorneys, accountants and insurance representatives with whom we have informal relationships.  (We do not receive any compensation for making referrals to third party advisors.).

Our primary focus is to reduce our clients’ dependence on investing in typical stock market products.  Professional investment management may provide qualified individual investors access to a wide variety of traditional and alternative investment classes that are not correlated to the volatility of the stock market, including solutions that were previously available only to the institutional investors.

Securities and variable insurance products offered through B. Riley Wealth Management, Inc., Member FINRA/SIPC. These statements, or any other opinion posted on this site, are my opinion only and neither represent nor are indicative of B. Riley Wealth’s overall opinions. For important disclosure information, please visit: www.brileyfin.com/capabilities/wealth/disclosures

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