An independent and fee-only firm that specializes in financial planning and wealth management for physicians, retirees, and business owners. Our passion is connecting clients’ wealth to their most significant aspirations and vision, seeking to maximize their resources to make the greatest impact for them, their families, and communities. River’s Edge helps clients connect the most important things in their life with their finances, and build and execute a plan that enables them to put into motion meaningful steps to achieving what is most important for them – not only with their resources but in all facets of their life We serve as a fiduciary for our clients, and as a result, our process and all of our advice seeks to achieve the best result for our clients and put their interests first. For more information: info@riversedgewm.com
