Our Clients
If you’re in need of a confidant and advocate to help alleviate the burden of managing your finances, we can help you spend more time enjoying life. We work with:
Professionals planning for their future: You’re established in your career, ready to map out your future and solve complex problems with the help of a financial ally.
Retirees and those contemplating retirement: We’ll help you feel more confident about your future, from generating an income stream to live a life of your choosing to sharing your financial security with future generations.
Grandparents: We’ll understand your family’s unique needs and create a meticulously crafted wealth transfer plan that aims to minimize taxes and avoid surprises for family members.
The “sandwich generation”: We understand the stress of caring for parents, children and/or grandchildren at the same time, because we do it too. We’ll help look after your goals as you look after the needs of your families.
Those navigating a transition: When faced with a job loss, retirement, divorce, or a spouse’s death, you can look to us for compassionate financial counsel, guidance, and greater confidence as you embark on your next chapter.
Women: Our team can be a good fit for women who want/need to take the lead in their financial lives. Women are part of the groups above, yet their needs differ. Longer life expectancy means they have more retirement years to fund. We’re the trusted partner to listen to your needs, treat you with respect, and instill confidence to help you make sound, long-term decisions.
Gratitude from our clients
We were surprised to get a box of delightful treats delivered to our front door! Your note made us reflect on the long relationship we have had with the RiverKeeper team throughout your different phases and growth. We believe that it is us that have never fully expressed our gratitude to all of you. Throughout the different phases of our lives, we have always counted on your sound voices of support, mindful approach, and professionalism to meet our financial goals. We honestly believe we wouldn’t have the life we enjoy now without our partnership with you. We look forward to our continued relationship and thanks for being there for us.
Gratefully,
Janet and Eric T.
As of March 21, 2024. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are unsolicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.
It's good to touch base from the other side of the country! I'm so thankful that our modern world allows our relationship to continue, even though we no longer share a geography. You've been such an important part of our story (past and future!) and we are so thankful for the help and guidance you've provided over many years.
-Michael K.
As of October 4, 2024. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are unsolicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.
Gratefully,
Janet and Eric T.
As of March 21, 2024. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are unsolicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.
It's good to touch base from the other side of the country! I'm so thankful that our modern world allows our relationship to continue, even though we no longer share a geography. You've been such an important part of our story (past and future!) and we are so thankful for the help and guidance you've provided over many years.
-Michael K.
As of October 4, 2024. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are unsolicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.
