Let's talk. Let's brainstorm.

Schedule a call with us to see if we can help

Praesent ac massa at ligula laoreet iaculis. Vivamus aliquet elit ac nisl. Sed aliquam ultrices.
Fill in the form and we will get back to you within 24h
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

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:

- 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.