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The legendary board members

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Michael Scott

CEO & Founder

Dwight Schrute

CTO & Founder

Pam Halpert

Designer

Jess Newman

Data

Jim Halpert

Sales

Clark Kat

Developer

Michael Scott

CEO & Founder

Dwight Schrute

CTO & Founder

Client FAQs

Answers to our most common questions.
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How can I view my accounts online?

You can view your accounts by either logging in directly at the custodian or by using the Client Portal that we have provided.

How do I request a distribution from my accounts?

We place a high priority on data security and protecting your hard-earned money. Because of this, we ask that you please call us to request any off-schedule distributions from your accounts.

How can I get my tax forms?

You can access your tax forms in either the Charles Schwab portal or the Rivertree Wealth portal.

What if I forget my password?

If you forget your password, you can reset it by following the prompts on the log in screen. If you have any issues, please don't hesitate to contact us.

Can I request an off-schedule meeting?

Absolutely. We are always here for you.

What is the best way to contact the Rivertree team?

The best way to contact us is by sending us an email at team@rivertreewealth.com.

hello@rivertreewealth.com
(501) 500-0893
415 N. McKinley St, Suite 1047
Little Rock, AR 72205
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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.