RiverKeeper Wealth Management

We think of wealth as a river that flows throughout one's lifetime: You’ll contribute to help it grow and draw from it to fulfill your goals. Your vision for the river may transcend your own life, flowing into the rivers of loved ones. By building a relationship with you and tending to your wealth, we are your RiverKeepers.

Gillian Curik & Hank Wissenz

Founders of RiverKeeper Wealth Management

Our mission

We aim to help you achieve a sense of financial well-being. It starts by understanding your vision for retirement and determining your “retirement number” — how much you’ll need to retire comfortably. Once we create your personalized plan, we then help guide you through various stages of retirement.

What you can expect

  • Meticulous planning and open communication
  • Experienced advisors, working together since 1987
  • Smart solutions for wealth accumulation
  • Counseling, guidance, and mindful decision-making
  • Withdrawal strategies for retirement
  • Tax-efficient legacy planning
What is your retirement number?

It’s the amount of money you’ll need to achieve your vision for retirement. We can determine yours over a cup of coffee. Contact us at riverkeeper@td.com or (905) 704-1400.