4 Rivers Wealth Management

Helping Dreams Become Realities

Partner with a Trusted Advisor to Pursue Your Dreams

4Rivers Wealth Management is building a financial services firm that stands out in a world of templates. Since our founding, we have become an indispensable resource for high-net-worth individuals and families across the country. With the capabilities of a large global firm, and in-house specialists, we create custom wealth strategies with one thing in mind…you.

Our mission is to be your lifelong advocate, coaching you through important moments, so you can experience financial confidence.

Discover a new standard for wealth management that delivers:

Multigenerational life planning

Fiduciary Advisors

In-house Investment Committee

Specialized and Comprehensive Advice

Personalized Advice

Your goals are personal. Whether it's retirement, starting a business, or passing wealth onto the next generation, we provide custom investment strategies and financial plans that align with your unique goals, values, and circumstances.

Comprehensive Approach

"The whole is greater than the sum of its parts." - Aristotle

We help connect the dots across your entire financial life. From in-house investment strategies to tax, estate, and charitable planning. On occasion, we also offer family governance.

Trusted Fiduciaries

4Rivers advisors are credentialed fiduciaries. We operate in your best interest all the time, not sometimes. Learn the difference between a fiduciary advisor and non-fiduciary advisor.

Multidisciplinary Team

4Rivers provides a breadth of diverse talent and specialized expertise. We also collaborate with your other professionals, including CPA’s and attorneys, to create advice that is bespoke.

When you have questions, you need access to advisors who provide actionable solutions.

Wealth management is more than just assessing where you need to go, developing a strategy to get there, and executing that strategy. It’s about monitoring your progress over a long period of time. Taking the time to ask the hard questions so we can really understand how you feel about money. And when life changes, we evaluate unplanned events together and determine their impact on your plans.

Specialized Advice

Today there are hundreds of considerations in managing your financial life. Whether it’s the type of income you earn, your investments, taxes, an estate plan, or your business- every aspect is inter-connected. To address the complex needs of our clients, we partnered with Cambridge Investment Research, putting a team of subject matter experts behind every 4Rivers advisor. Our collaborative partnership helps simplify complex decisions and build financial confidence.

4Women

For women, designed by women. We have deep expertise helping women take control of their wealth.

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4Executives

You’ve worked hard to build your career—now let’s ensure your wealth works just as hard for you. Strategic planning today helps secure a confident tomorrow.

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4Founders

You’ve built a successful business—now it’s time to make sure your wealth works as hard as you do. Let’s craft a financial strategy that secures your future while giving you the freedom to enjoy today.

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4Next Gen

Whether you've inherited wealth from a family member or you’re building your own, we are here to help you prepare for the future and create an enduring financial foundation.

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Locations

Pittsburgh (Headquarters): Foster Plaza 5, 651 Holiday Drive, Suite 540, Pittsburgh, PA 15222, 412-474-2000

Florida: 26811 S. Bay Drive, Suite 270, Bonita Springs, Florida 34234, 239-414-3000