Taking care, beyond investments
Whatever your goals, we can help you put together a customized plan for you and your family legacy.
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 retirement and your legacy.
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.
Charitable Giving: Smart from the Heart
It Was the Best of Times, It Was the Worst of Times
Our services range from retirement planning, family office services to investment management. We take care of your needs every step of the way.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
“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, CEO & Owner
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."