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We are closely monitoring the impact of the coronavirus on the Markets.

Go to Perspectives to view our recent conversationwith Commonwealth Financial Network’s Chief Investment Officer, Brad McMillan, CFA, CAIA, MAI.
You may know him from his appearances on CNBC, Yahoo Finance, Fox Business Network and other national media.

The days of simply managing a client’s investments are gone.
4Rivers is a modern wealth management firm founded to provide exceptional financial life planning.
We are here to work with you and carefully coordinate a way forward through any stage of life.

Our Specialties

Preparing For:

8 Financial Steps to Take When Changing Jobs

Charitable Giving: Making a difference and lowering taxes

Family Business Succession: One dentist’s dream becomes reality

Stepping out of the C-Suite: Executive Retirement