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Riverstone Wealth Management, Inc.

Riverstone Wealth Management, Inc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

The Company is a full service wealth management, investment advisory firm. They have grown steadily since their inception in the mid 1990’s, and the history of their name reflects some of that evolution. They were founded as the Avantus Group before merging with First Financial Securities and emerging as First Avantus Securities, Inc. They have evolved as a company over the past decade, now their image is evolving as well.

They have not merged nor been acquired. Their new name RiverStone Wealth Management simply reflects an accumulation of subtle changes through the years, refinements of character, and the natural maturity that comes with growth. Throughout, commitment to outstanding client service has been at the forefront of their priorities.

They own a unique position within the crowded financial services segment, not too big, not too small. They picked the best of each existing model and added their own focus on process and transparency. For instance, their business decision not to create proprietary products, like their global competitors, is based on their desire to offer advisors freedom to make recommendations based solely on what is in the best interest of the client.

As an independent full service wealth management firm, RiverStone Wealth Management offers you a traditional one-on-one relationship with experienced and knowledgeable financial professionals. They have partnered with the industry leaders to give you the most accurate research and tools.

Getting Started,Retirement Planning,Estate Planning,College Planning,Tax Planning,Insurance, Private Money Management,Portfolio Planning,andCorporate Client Services are some of the services provided by RiverStone.

The Company is somewhere in the middle. They have the network, support, technology and infrastructure you might see in a major wirehouse and the entrepreneurial spirit of a boutique, plus a dedication to help lead the industry to higher standards. Their hybrid business model attracts values based brokers dedicated solely to the best interests of the client. Trust is the foundation upon which they build up relationship through leadership and stewardship. 


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