Our Story

4Rivers was founded to provide an integrated approach to wealth management.

We believe a firm that pledges to serve in a client’s best interest should not be driven by commissions or proprietary investment and banking products.

At 4Rivers, we specialize in working with professionals, executives, entrepreneurs, and women; our passion is making a meaningful difference in our clients' financial lives.

4Rivers At A Glance

6
Collectively our team has six advanced degrees and certifications.
98.5%*
Our approximate client retention rate. We value deep, long-lasting relationships where we can make an impact on a family’s financial life goals.
5**
The number of years our advisors have been voted among the best wealth managers as rated by Pittsburgh Magazine.
100%
Privately held and managed
360°
Our technology platform makes it easy for clients to enjoy a 360° picture of their financial life, giving them a comprehensive view of portfolios and balances.

Culture

The benefits of a large firm, boutique by design. This allows us to do what we love, focus our time and attention on you, your family, and your future. We are empathetic, collaborative and service-oriented. Each team member is encouraged to be proactive, bring their diverse backgrounds to work, and strive to continuously improve.

How are we different? What if someone sat and talked with you, not at you? We ask the right questions and we listen. These are skills developed over decades, and our backgrounds make us uniquely qualified to really understand you and your story. By seeing all of you—the complete picture—we hope to earn the right to be your financial advisor and to provide our clients with exceptional wealth management services.

Our Approach

It’s pretty clear. First, we help clients gain clarity over where they are today and work with them to set realistic goals for the future. Our 360° Wealth Map takes a snapshot of all your assets so we can understand what’s important to you, what concerns you most, and how we help you reach your destination.

Our CFP® professionals collaborate with a team of experienced professionals in estate, tax, risk management, and investments to design a custom financial plan with the right investments that fit your life goals. Finally, we adjust as needed, which turns out to be more frequent than you’d think.

Life is fluid, things change. Our hope is that clients feel cared for, confident, and valued.

*Based on the historical average of combined assets of the managing partners of 4Rivers as of 1/20/2020.

**Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. Most recently awarded in 2019. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.