River City Wealth Management

Who We Are

At River City Wealth Management, we are dedicated professionals who are passionate about helping Northeast Florida families achieve their financial goals. With decades of experience behind us, we understand the importance of developing a personalized financial plan that aligns with each client's unique situation and aspirations. Our mission is to empower our clients with the knowledge, resources, and expertise necessary to achieve their financial dreams and create a fulfilling life.

Our Mission

Our mission is to transform the financial lives of Northeast Florida families by providing comprehensive financial solutions that address their unique needs and goals. We are committed to building long-term relationships with our clients, based on trust, integrity, and a deep understanding of their financial situation. We believe that every individual deserves a financial plan that is tailored to their unique circumstances, and we are dedicated to helping our clients achieve their financial goals.

Our Fee-Only Approach

At River City Wealth Management, we are committed to transparency and honesty in all our interactions with our clients. This is why we operate on a fee-only basis, which means that we are compensated solely for our expertise and guidance, rather than through commission-based sales. This approach allows us to provide unbiased advice and recommendations that are solely in our clients' best interests.

Our Team

Our team of experienced professionals is dedicated to providing our clients with personalized service and expert guidance. With a deep understanding of the financial markets and a passion for helping others, we are committed to delivering exceptional service and results that meet the unique needs of each client.

Our Services

At River City Wealth Management, we offer a comprehensive range of services designed to help our clients achieve their financial goals. These services include:

• Retirement planning: We help our clients plan for a comfortable retirement, taking into account their income needs, expenses, and investment goals.
• Estate planning: We work with our clients to create a comprehensive estate plan that ensures the smooth transfer of their assets to their loved ones.
• Investment management: We help our clients create a diversified investment portfolio that aligns with their risk tolerance, financial goals, and investment horizon.
• Tax planning: We provide guidance on tax-efficient strategies and planning techniques to minimize taxes and maximize our clients' after-tax income.
• Insurance planning: We help our clients determine the right insurance coverage to protect their assets, income, and loved ones.

Our Commitments

At River City Wealth Management, we are committed to delivering exceptional service and results that meet the unique needs of each client. We strive to build trust with our clients through:

• Professional knowledge: We stay up-to-date on the latest financial planning techniques, trends, and best practices to ensure our clients receive expert guidance.
• Industry experience: Our team has decades of combined experience in the financial services industry, giving us a deep understanding of the markets and a track record of delivering results.
• Honest and transparent communication: We believe in transparency and honesty in all our interactions with our clients. We are committed to providing regular updates, clear explanations, and unbiased advice.

Get Started

At River City Wealth Management, we are dedicated to helping Northeast Florida families achieve their financial goals and create a fulfilling life. Contact us today to schedule a consultation and take the first step toward creating the financial future you deserve.