About Our Company
One thing’s for sure: Life Happens. At Riverwalk Wealth Management, we have developed our version of an approach we like to call “Life Planning”, which allows us to deal with ever changing complexities in your lifetime. With a strong network of professionals to cover all areas of importance, we coordinate services from a Concierge (One-Stop-Shop) approach, providing the most comprehensive solutions with minimal effort from you. We work to develop a full, comprehensive and tailored plan focusing on financial, insurance, tax, healthcare and legal needs. As an independent firm, our creative strategies put the focus on you, where it should be.
As an additional service for older adults, outside of our broad retirement and estate planning designs, we assist in the process of finding the perfect retirement living arrangement. Our retirement specialists can help locate the most appropriate new home/community/care facility, along with designing a program for the best use of Your finances with proper tax planning. And when the need arises, we can help find and coordinate the extra health care services required, supporting you every step of the way.
For small businesses, through our Concierge services we can provide benefits and protections for all Your current and future wide-ranging needs and goals.