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.
  • 7
    The number of years our advisors have been named a Five Star Wealth Manager as featured in Pittsburgh Magazine.
    2014, 2016-2019, 2022, 2023 Five Star Wealth Manager, created by Five Star Professional. The 2023 award was presented in June 2023 based on data gathered within the 12 months preceding the issue date. 1,818 Pittsburgh-area advisors were considered, 233 were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future perfromance. Your expereince may vary. For more information, please visit www.fivestarprofessional.com.
  • 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.