(904) 374-9098
info@rivercitywealth.com
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Your Goals.

Our Passion.


Helping Jacksonville families navigate a fulfilling retirement.

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Working Together

Every client and potential client has a unique financial and personal situation.

At River City Wealth Management, it is our mission to partner with each client and advocate for transforming their financial goals into reality. 

Our Solutions

Our Solutions

No matter where you are in your retirement journey, we can help you prepare for the next stage through holistic financial planning

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Our Process

Our Process

While many Americans find the prospect of financial planning scary, it doesn't have to be. We believe our process is simple yet robust. We partner with you to build and monitor a plan to help put you on a path to achieving your financial goals.

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Our Approach

Our Approach

Trust comes from delivering, every day, our promises to you. In keeping with our mission, we strive to maintain our core values with every client, every interaction.

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DATA BREACH: YOUR SECURITY TO-DO LIST

According to recent statistics, data breaches have become common in today's digital world. However, individuals can take steps to protect themselves and minimize the impact of a breach.

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PREPARING FOR THE TAX CUTS AND JOBS ACT SUNSET AT THE END OF 2025

We look back at the Tax Cuts and Jobs Act to review provisions that sunset in 2025 and how you should prepare for them now.


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TECHNOLOGY GUIDE FOR DEMENTIA PATIENTS AND THEIR CAREGIVERS

If you or a loved one has been diagnosed with Alzheimer's disease or any other form of dementia, this can be an extremely challenging time.

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Resources

Our goal is your success. Below are some resources to help you have a successful financial future.

Articles

A collection of handpicked articles.

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Calculators

Calculate elaborate financial decisions with total calculation.

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Videos

Even more videos to enjoy.

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Presentations

Managing your money involves more than simply making and following a budget.

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4 Critical Social Security Facts

Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about  important Social Security facts and what you should know as an investor.

It's not a matter of if you should plan for your financial future....

It's when.

Learn About Our Services

"It's only when you make the process your goal that the big dream can follow"

- Oprah Winfrey

Learn How We Work With Clients

Trust comes from delivering, every day, our promises to you.

This means keeping your financial plans on track.

Learn Our Commitments To You

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