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Unique Solutions, Real Relationships, Guidance Built Around YOU...

Discover Smarter Investment

Our data-backed approach helps you prepare for retirement at any age. How do you compare?

$200,000

The recommended savings for a 35-year-old with an annual income of $100,000.

$400,000

The recommended savings for a 45-year-old with an annual income of $100,000.

$690,000

The recommended savings for a 55-year-old with an annual income of $100,000.

$1,130,000

The recommended savings for a 65-year-old with an annual income of $100,000.

Source: Investor's Business Daily, 2018

Industry Highlights

We have established ourselves with experience and expertise for these industries and their esteemed employees.

Business Owners & River Boat Pilot

Business Owners & River Boat Pilot

We guide you through every stage of your financial journey, from launching your business in the early years to navigating the high-earning phases leading up to retirement, and ultimately planning for a successful sale or exit

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Women in Motion

Women in Motion

At River Ridge Wealth Management we are very sensitive the needs of women in transitions. Let us be a helping hand during new and uncharted times.

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Who We Work With

Who We Work With

At River Ridge Wealth Management, we embrace the complexities of life and value the unique perspectives of each client. Let us take on the heavy lifting while you relax, as we help you plan and achieve your most important goals for your family and your future.

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Intelligent Investing for a Smarter Retirement

Our Services

We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have over a century of combined experience in the financial services industry. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

About Us

Common Tax Errors to Avoid

Filing your taxes can be an involved process, and accidental errors can be easy to make. Grab this handy guide to get some tips to avoid some common filing errors.

Your Goals, Our Strategies

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

  • Investments

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

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  • Retirement
    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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  • Estate

    Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years' collective experience, we'll help secure your legacy for future generations.

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  • Insurance

    Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events.

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Helpful Content

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

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How Financial Professionals Are Compensated

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.
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How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.
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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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