We are a Fee-Only financial planning and investment management firm serving clients in the Dallas/Fort Worth area, Pittsburgh and the South Hills of Pittsburgh areas, and nationwide via virtual presence. Our mission is to help individuals and families improve their long-term success through independent, objective financial advice. The customized advice our CFP® professionals provide is designed to grow, protect and conserve your wealth.

We primarily work with retirees and pre-retirees, executives and business professionals including business owners, and clients going through sudden life changes such as the death of a loved one, inheritance or divorce. With all our clients, our goal is to guide clients along the journey towards financial freedom so they can spend time doing what they love most.

We do this by evaluating and adjusting retirement income sources, needs, and savings strategies; providing tax planning to optimize after-tax wealth and income; ensuring an appropriate plan and protection is in place for unplanned life events and estate disposition; and ensuring clients have a clear understanding how the plan is designed to meet their goals.

When dealing with your financial well-being, you need advice from advisors whom you can trust. The advice should never be swayed by the interests of an outside third party. As Fee-Only financial planners, we are able to mitigate the conflicts of interest regarding compensation since we don’t earn any commissions or sales incentives for the advice we provide. This enables us to focus solely on our clients and what is in their best interest.

Riverchase Wealth Management, LLC

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