Individual Investors Customized wealth management strategies for the individual investor

Every plan in life requires structure to be successful. As we work with you to create and implement a sound financial plan, we focus on your goals and needs so that you can live the lifestyle you desire. You can feel confident knowing that when you choose to work with Riverpeak Partners as your trusted financial advisor, the strategies that we agree upon will be implemented and executed with precision.

  • Financial Planning
  • Retirement Planning
  • College Planning
  • Asset Allocation
  • Legacy Planning

There is no assurance any investment strategy will be successful. Investing involves risk including the possible loss of principal. Asset allocation does not guarantee a profit nor protect against loss. Earnings in 529 plans are not subject to federal tax and in most cases state tax, as long as you use withdrawals for eligible college expenses,such as tuition and room and board. However, if you withdraw money from a 529 plan and do not use it on an eligible college expense, you generally will be subject to income tax and an additional 10% federal tax penalty on earnings.