We realize that when it comes to wealth management, affluent individuals and families have literally thousands of options to choose from. So why choose Riviera Wealth Management?
We’ve taken a good look at our business model, and although we may be a bit biased, we truly believe you will be making the right decision to choose us as your wealth management practice! Here are some reasons:We can implement strategies designed to help manage downside risk in your portfolio.
Many of our clients are nearing retirement or are currently retired and are seeking growth of their investments, but would like an investment strategy that seeks to hedge the portfolio during market declines. It’s a common dilemma that many investors face. Because of this, our actively managed advisory programs offer our clients proprietary strategies for accounts we manage on a discretionary basis.
One of these strategies is our Tactical Asset Allocation Portfolio Strategy ~ commonly known as TAAP Strategy
, which is offered as part of Wells Fargo Advisors' Private Investment Management (PIM) advisory program. Learn More
The goal of the TAAP Strategy is to increase equity exposure when the market is advancing, while reducing exposure and moving a portion of the portfolio to cash or cash alternatives during market declines.We have a Wealth Management Program.
Many financial firms simply manage your portfolio without assessing your other needs. We go much further to assist you with your sometimes complex financial needs and concerns. Our Wealth Management Program
considers issues such as investment consulting, tax efficiency, estate investment planning, asset protection, and charitable giving strategies. Learn MoreWe have extensive experience.
No matter how much you may “like” your financial advisor, they must have extensive “real world” hands-on financial experience. At Riviera Wealth Management
, we are very proud of the strength, depth and talent of our team members. Our advisors Thomas A. Gray
, MBA, Kevin Terao
, CFA, CFP®, Christina Jesperson
, MA and Nadia Antii
, MBA, CRPC®, in addition to their management team, have over 80 years of combined experience in wealth management and investment consulting. Learn More