Riverpoint Wealth Management

Riverpoint Wealth Management is an independently owned, nationally registered investment advisory firm. The company's slogan "Providing Independent, Objective Wealth Management" reflects its commitment to offering comprehensive wealth management expertise and financial planning experience. The team at Riverpoint Wealth Management assists clients in various areas including retirement planning, education planning, cash flow management, credit and debt management, tax planning, estate planning, legacy planning, and insurance reviews. The company prides itself on establishing long-lasting relationships with clients and families that have bridged generations. Riverpoint Wealth Management positions itself as a financial partner, advocate, and guide through life's significant decisions. The firm's focus on not only investment management strategies but also retirement, education, estate, insurance, and tax planning needs indicates its dedication to being a lifelong partner for its clients. Founded in 2008, Riverpoint Wealth Management operates in the Financial Services, Insurance, and Wealth Management industries. It offers securities through LPL Financial and Charles Schwab, as well as investment advice through its own registered investment advisor entity. Although details about the company's headquarters and last investment are not available, its commitment to providing objective wealth management and its focus on building strong, long-term relationships with clients position Riverpoint Wealth Management as a potential investment opportunity for venture capital firms seeking to invest in the financial services and wealth management sectors.