Our Services

Financial Planning and Asset Management is Important.

We believe a well-grounded financial plan is essential for anyone who wishes to accomplish specific financial objectives. 

Whether your goal is to own your own home, make sure your children’s education is well funded, or to plan for your ideal retirement, we think it is important to clearly define your goals and lay out a plan to help achieve them. 

Individuals and families often depend on the assets they accumulate to achieve their goals. However, not everyone has the time to monitor and manage those assets. Even if you have the time, you might not have the knowledge, tools, or patience to do so. We believe have the skills and expertise to help create an investment plan designed around your specific financial situation to help make those goals a reality.  More importantly, as life happens, your finances and the markets change. We are there with you each step of the way to help you navigate evolving circumstances, helping you stay on solid footing along the way.

The professionals at River City Wealth Management are committed to providing you the services you need to help achieve your goals. 

Services offered by River City Wealth Management

Comprehensive Financial Planning

Asset/Investment Management

Current Cash Flow and Short Term Goal Planning

Tax Planning

Risk Management

Education Planning

Retirement Planning

Small Business Retirement Planning

Charitable Planning

Estate Planning