River Rock Family Wealth Management

At River Rock Family Wealth Management, we believe that financial decisions should be clear and easy to understand. Our team takes a unique approach to financial planning, recognizing that every client's situation and goals are distinct. We strive to provide personalized guidance to help clients achieve their financial objectives.

Our Philosophy

Our philosophy is centered around the idea that every client deserves a tailored approach to planning for their financial future. We believe that financial decisions should be straightforward and that complex financial jargon should not be a barrier to understanding. Our goal is to provide clients with the knowledge and tools necessary to make informed decisions about their financial future.

Our Services

At River Rock Family Wealth Management, we offer a range of services designed to help you achieve your financial goals. We provide:

• Clear Understanding of Financial Goals: We work closely with our clients to understand their short-term and long-term financial objectives. We take into account their values, risk tolerance, and financial situation to provide a comprehensive understanding of their financial goals.
• Well-Defined Roadmap: We create a customized roadmap to help our clients achieve their financial goals. This roadmap outlines specific strategies and recommendations to help our clients stay on track.
• Advice for Changing Needs: We recognize that life is unpredictable, and circumstances can change quickly. We provide ongoing advice and guidance to help our clients adjust their financial plan as needed.

Our Partnership with Wells Fargo Advisors Financial Network

We are proud to be associated with Wells Fargo Advisors Financial Network, one of the most respected financial institutions globally. This partnership enables us to offer our clients access to a wide range of investment products and services, ensuring that we can provide tailored solutions to meet their unique needs.

Our Commitment to Client Success

At River Rock Family Wealth Management, we define our success by our clients' success. We commit to providing exceptional service, expertise, and guidance to help our clients achieve their financial objectives. If you have any questions or would like to schedule a meeting to discuss your financial future, please don't hesitate to contact us.

Contact Information

• Phone: 509.443.4154
• Email: email@riverrockfamilywealthmanagement.com
• Address: 202 East Spokane Falls Blvd., Suite 403, Spokane, WA 99202