Personalized Wealth Management for Long-Term Financial Success
True wealth management goes far beyond investment advice. It’s a holistic approach to building, preserving, and transferring wealth in alignment with your life goals. At Riley & Company, we deliver personalized wealth management services that integrate tax strategies, financial planning, estate preparation, and risk management—so you can enjoy financial peace of mind today and confidence in tomorrow.
Why Choose Us for Wealth Management?
Integrated Financial Expertise
As CPAs and financial planners, we offer a unified wealth strategy that includes tax efficiency, investment growth, and estate planning.
Tailored Plans That Evolve with You
We take time to understand your lifestyle, values, and goals—then build a flexible plan that adapts as your needs change.
Trusted Coordination with Advisors
We work closely with your estate attorney, insurance agents, and business consultants—or help connect you with trusted professionals if needed.
Strategic Investment Oversight
We help you manage portfolios, inherited IRAs, retirement accounts, and other investment vehicles with an eye toward both growth and protection.
Risk Awareness and Opportunity Planning
We model “what-if” scenarios and proactively manage risk across every stage of life—pre-retirement, retirement, and beyond.
Our Wealth Management Services Include
Comprehensive Wealth Plan Development
We create a personalized roadmap that combines your financial picture with your life priorities and income needs.
Investment Management Strategy
We help you allocate assets strategically across accounts—whether active portfolios, retirement plans, or inherited IRAs—to align with your risk tolerance and timeline.
Tax-Efficient Planning
We implement tax-minimizing strategies that protect your investment gains and reduce unnecessary portfolio drag.
Coordination of Legal and Insurance Professionals
We collaborate with your trusted advisors to ensure your legal, insurance, and business structures support your overall wealth goals.
Ongoing Monitoring and Plan Adjustments
Your plan is reviewed regularly and adapted based on market trends, family changes, and evolving financial objectives.
Start building a future that reflects your goals—with the wealth management team at Riley & Company.
Our Proven Process
Financial Discovery & Goal Setting
We take the time to understand your assets, liabilities, income needs, and short- and long-term aspirations.
Customized Wealth Strategy
We design a cohesive plan that includes investments, tax strategies, risk protection, and estate considerations.
Plan Coordination & Implementation
We work with your advisors or connect you with ours to ensure every element of your plan works together.
Ongoing Reviews & Strategy Updates
We revisit your plan regularly to update projections, adjust asset allocations, and account for life transitions.
Build a Plan That Reflects Your Values and Secures Your Legacy
Whether you’re nearing retirement, managing an inheritance, or growing your wealth, a coordinated wealth management plan can make all the difference. Riley & Company brings clarity, confidence, and results.
FAQ
Frequently Asked Questions
-
What is wealth management and how is it different from financial planning?
Wealth management includes financial planning, but goes further by integrating tax strategies, estate planning, investment management, and risk analysis under one coordinated plan.
-
Do I need a lot of assets to benefit from wealth management?
Not necessarily. If you have multiple accounts, retirement funds, or income streams—or want to plan proactively for the future—wealth management can help you make the most of your resources.
-
Can you help manage inherited wealth or IRAs?
Yes. We provide guidance on inherited IRAs, trust assets, and other legacy wealth to help you manage them in a tax-efficient and responsible way.
-
Will you work with my existing attorney or insurance agent?
Absolutely. We collaborate with your existing professionals—or refer trusted partners—to ensure your wealth plan is cohesive.
-
How often should a wealth management plan be updated?
We recommend reviewing your plan at least annually, or when major life events occur, such as marriage, retirement, or business transitions.