Our Services
Financial Planning
At River Birch Wealth Management, we help you shape a financial strategy that reflects your values and aspirations, giving you the tools and guidance to work toward turning possibilities into reality. Together, we’ll create a plan that seeks to safeguard what you’ve built and support the life you envision.
Retirement Planning
Picture a retirement where every day feels like your own—filled with the people, passions, and places that bring you joy. At River Birch, we specialize in helping you craft a financial roadmap that seeks to transform your hard work into lasting security and possibilities. Let us help you work toward a future where you don’t just retire, but thrive, knowing your wealth supports the life you’ve always imagined.
Risk Management & Estate Planning
Risk management and estate planning seek to ensure your loved ones are protected and your legacy is secure. At River Birch Wealth Management, we collaborate with you and your team to create tailored strategies that seek to safeguard your assets, minimize stress, and honor your wishes for the future.
Investment Management
Redefining wealth management with strategies built for your life—because your future deserves more than a plan; it deserves a partner.
Divorce Planning & Guidance
Divorce is a significant life transition, but it’s also an opportunity to redefine your future with clarity and confidence. At River Birch Wealth Management, we partner with you to navigate the financial complexities—whether you’re planning, in the process, or rebuilding afterward—helping you make informed decisions and embrace what’s next. Let us help you focus on what’s next—with clarity, confidence, and the reassurance that you’re not walking this journey alone.
Business Planning
Running a business comes with plenty of challenges, and beyond the day-to-day, it’s important to make sure you’ve got the right retirement plans, benefits, and insurance in place for both you and your employees. We’ll help review your current coverage, find the right insurance to protect your business, and recommend a retirement plan that fits your needs. Plus, we’ll guide you through creating a succession plan, whether you're planning to sell or pass the business on to the next generation, ensuring everything is set up for your future on your terms.
