Riverbank Wealth Advisors

Riverbank Wealth Management is a firm dedicated to serving families seeking financial clarity and a cohesive, enduring wealth management strategy. We understand that every family is unique, with distinct goals, preferences, and risk tolerances. As fiduciaries, we consider the needs of current and future generations, acting as trusted stewards of the families we serve. Our mission is to empower families to make confident financial decisions, securing their financial well-being for years to come.

Our Services: Tailored Solutions for Every Family

Our comprehensive services are meticulously designed to meet the unique needs of each family we partner with. We take pride in offering a personalized approach, understanding that every family has distinct circumstances and aspirations.

We specialize in working with:

• Families: We collaborate with families to define their individual financial objectives, considering the needs of both current and future generations. Our expertise encompasses a wide range of areas, including estate planning, investment management, tax optimization, and charitable giving, ensuring that we address all aspects of their financial landscape.

• Business Owners: We recognize the special challenges and opportunities faced by business owners. Our wealth management plans encompass the intricacies of family-held businesses, considering asset diversification, succession planning, and business valuation strategies. Our goal is to help business owners achieve their financial goals while preserving the legacy of their enterprises.

• Top Executives: We understand the unique financial needs of executives, often holding concentrated stock portfolios, stock options, and deferred compensation plans. We provide expert guidance on managing these complex assets, minimizing risk, and maximizing long-term wealth creation.

Foundationed in Key Principles

At Riverbank Wealth Management, our commitment to excellence is reflected in our unwavering adherence to core values that guide our every action:

• Fiduciary Perspective: We place the interests of our clients above all else. As fiduciaries, we are legally and ethically obligated to act in their best interests, providing impartial advice and transparent communication.

• Boutique Approach: Our intentionally curated client base allows us to dedicate the necessary time and attention to each family. Our low client-to-advisor ratio ensures personalized service and dedicated support.

• Exclusive Resources: Our partnership with leading investment research firms and technology providers grants us access to cutting-edge insights, advanced analytical tools, and exceptional research capabilities. We leverage these resources to provide our clients with clarity, data-driven decision-making, and customized performance reporting.

Our Team: Experienced Professionals Dedicated to Your Success

Led by Dustin E. Leach, a seasoned wealth management professional, our team comprises highly skilled and experienced individuals passionate about client success.

We are committed to creating long-lasting relationships built on trust, integrity, and a shared commitment to achieving your financial goals.