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.
Owner, Riverwalk Wealth Management
Michael is a native of Philadelphia, always interested in the root of financial affairs. He studied Accounting at Saint Joseph’s University, helping the faculty with the process of achieving the prestigious AASCB accreditation for the University. After graduation, he spent a few years travelling for clients in the Audit practice of PricewaterhouseCoopers, but public accounting was never his calling. He preferred the opportunity to be proactive in his client’s lives, rather than merely reporting on what had already happened. He decided to leave big corporate and join a family firm, where his mother implemented a one stop shop approach for clients, with a focus on the needs of the aging population. Here he learned the basics of financial planning utilizing many insurance based techniques. Over the years, his determination and eagerness to provide a very personalized, value-added, boutique service to his clients allowed him to build his own practice, Riverwalk Wealth Management, Inc. Michael is very active in the Conshohocken area as a business owner and in various community organizations, most notably as the President of the Greater Conshohocken Business Development Corporation (LoveConshy). He is also a resident of the Borough with his wife, Tara, and their two children.
Michael is currently sitting for the Retirement Income Certified Planner RICP designation from the American College.