Check out our female-focused video series, Dream. Plan. Do. In the series, Jen Collins, CFP(R), Chief Business Officer & Wealth Advisor, interviews women who share their stories of how they turned their dreams into reality. The seventh episode, featuring Betsy Hamm, CEO of Duck Donuts is now available.
You can watch it here. My Two Cents is a pithy, monthly email focused on financial topics written for women by a woman. Each month Jen Collins, CFP(R), Chief Business Officer and Wealth Advisor, delves into a current financial theme of importance to women and shares her perspective and guidance. Estate planning can be complicated even for the professionals who specialize in it.
You can watch it here. My Two Cents is a pithy, monthly email focused on financial topics written for women by a woman. Each month Jen Collins, CFP(R), Chief Business Officer and Wealth Advisor, delves into a current financial theme of importance to women and shares her perspective and guidance. Estate planning can be complicated even for the professionals who specialize in it.
Services
At River Wealth Advisors, we pride ourselves on getting to know each of our clients, what drives them, and what their goals are. We then use this knowledge to develop a personalized financial and investment plan that will guide them through the changing currents of their lives and help them achieve long-term financial success.
We work closely with high-net-worth individuals and families to develop personalized wealth and investment management strategies to help them reach their financial objectives. To preserve and enhance your wealth while ensuring it benefits the people and the causes you care about, you need a plan that reflects your specific circumstances.
Understanding of financial markets and investment instruments including equity and debt securities and mutual funds. Company paid benefits include employer-paid health insurance coverage, short- and long-term disability coverage, generous paid time off policy, quarterly bonuses based on firm performance, and a 401(k) match.
At River Wealth Advisors, we understand that building the strength and health of our community has a positive impact on all our neighbors. Our entire team is dedicated to giving back to the communities in which we live; giving of our time, our financial expertise, and our resources. We hold leadership positions in, or are heavily involved with, the below charitable organizations.
You gotta keep looking forward and not focus on the panic du jour, but focus on your long-term plan. There should be some comfort in looking back at history, that these values do come back up. Jesse brings over seven years of finance, accounting, and client service experience to River Wealth Advisors.
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