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.
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 distinctly 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.