Our Focus

Our Focus

Times are changing. At River’s Edge Wealth Partners, we are here for you through the expected and unexpected, advising you on a range of issues from retirement planning to effective tax strategies.

Our focus is you—your financial goals, your legacy and your retirement.

As your Family Office, we’ll be with you every step of the way—through all of life’s changes—helping you secure and maintain a sound financial future.

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Our Approach to Care

Our services range from retirement planning, family office services to investment management. We take care of your needs every step of the way.

Our Commitment

We create strategies that are tailored to your needs and goals. 

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Family Office Services

Years of experience have prepared us to guide you through life's transitions.

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Wealth Services

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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INSPIRATIONS


  • “Like a river, one’s financial life can often have twists and turns. If you have a plan and are prepared for those turns, those very currents can bring you to your destination.”

    - Tony Frigoletto

  • “Learn from yesterday, live for today, hope for tomorrow.”

    - Albert Einstein

  • “Change is the law of life. And those who look only to the past or present are certain to miss the future.”

    - John F. Kennedy

How Much Do You Know About Investments?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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