Business Details
Your Trusted Partner for Wealth Management Solutions
Riverbank Wealth Management serves families seeking financial clarity and long-term wealth strategies. Our firm specializes in creating customized plans that address distinct generational goals, risk tolerances, and asset structures, particularly for business owners and top executives. With a fiduciary perspective, we prioritize client care through a boutique approach that maintains low client-to-advisor ratios. Our institutional-quality resources and technology deliver transparent reporting and market insights.Founded by professionals with decades of experience in asset management and family wealth planning, we combine global expertise with personalized attention. Our team holds advanced certifications including AIF, CFP, and CLU designations, ensuring specialized expertise in concentrated stock portfolios, deferred compensation, and intergenerational wealth transfer. We act as stewards of wealth, aligning our strategies with the unique needs of each family we serve.
Services
Family Wealth Planning
Business Owner Strategies
Executive Compensation Management
Investment Strategy Development
Client Service Solutions
Highlights and features
- We act as true fiduciaries with Accredited Investment Fiduciary certifications
- Maintain low client-to-advisor ratios for personalized attention
- Offer institutional-quality investment research and reporting tools
- Specialize in managing concentrated stock portfolios and deferred compensation
- Combine 23+ years of capital markets expertise with local service focus
Associations and certifications
- Accredited Investment Fiduciary (AIF)
- Certified Financial Planner (CFP)
- Chartered Life Underwriter (CLU)
- Financial Paraplanner Qualified Professional (FPQP)
Services
Family Wealth Planning
We help families establish and manage customized wealth strategies that address distinct generational goals, risk tolerances, and asset structures. Our approach ensures continuity across generations while maintaining flexibility for evolving needs. By combining comprehensive planning with personalized service, we help families preserve and grow their wealth over time.
Business Owner Strategies
Our team develops wealth management plans specifically for business owners, integrating company assets with personal financial goals. We address succession planning, asset protection, and liquidity strategies to ensure business continuity while aligning with family financial objectives. This holistic approach helps business owners maintain control and stability.
Executive Compensation Management
We specialize in managing concentrated stock portfolios, stock options, and deferred compensation plans for top executives. Our strategies optimize tax efficiency, diversify risk, and align with long-term financial goals. Through customized solutions, we help executives maximize the value of their compensation packages while maintaining financial stability.
Investment Strategy Development
Our investment strategies combine asset allocation, risk management, and income enhancement techniques tailored to individual client needs. We utilize institutional-quality research and technology to deliver transparent reporting and market insights. This disciplined approach ensures portfolios remain aligned with clients' financial objectives.
Client Service Solutions
We provide comprehensive client services including account access, document management, and personalized support through our secure client portal. Our team focuses on developing strong relationships and delivering efficient solutions that enhance client experiences and financial outcomes.
People
Dustin E. Leach
President, Wealth Advisor
Managing Director and founding member with multidisciplinary background in asset management and family wealth planning. Holds AIF designation and has extensive experience from Morgan Stanley and Fifth Third Securities. Architect of family wealth strategies and business management at Riverbank.
Melissa M. Clements
Director of Client Services
Director of Client Services with CFP and CLU certifications. Holds multiple FINRA licenses and insurance credentials. Specializes in developing client relationships and efficiencies. Graduated from Bowling Green State University with finance degree and has over 15 years in financial industry.
Anthony J. Burek
Director of Investment Strategy
23+ years capital markets professional with MBA from Bowling Green State University. Expertise in asset allocation, risk management, and portfolio strategies. Former roles included risk management and option strategies. Volunteer speaker on financial markets at local high schools.
Cassie Bezeau
Financial Advisor
Financial Advisor with 15+ years industry experience. Holds Series 7, 66, and insurance licenses. Earned FPQP designation and degrees from University of Toledo and Siena Heights University. Focuses on personal relationships and comprehensive financial solutions.
Diane Gallagher
Client Service Associate
Client Service Associate with 20+ years executive administrative experience. Supports client operations and account management. Active in community with Monroe, MI residence. Focuses on client support and organizational efficiency.
Questions
What services does Riverbank Wealth Management offer?
We provide family wealth planning, business owner strategies, executive compensation management, investment strategy development, and comprehensive client service solutions tailored to individual needs.
Are you legally required to act as a fiduciary?
Yes, we display a culture of care and act as true fiduciaries in managing client assets, prioritizing client interests above all other considerations in our advisory relationships.
How do you handle investment strategies?
We develop customized strategies using institutional-quality research, asset allocation techniques, and risk management practices tailored to each client's specific financial situation and goals.
What makes your approach different from other firms?
Our boutique approach maintains low client-to-advisor ratios, ensuring personalized attention while combining global market insights with local service focus.
How can I access my account information?
We provide secure client portal access for account management, document sharing, and financial reporting with easy-to-use interfaces for our clients.
