Why Choose To Work With Us

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 preservation, and charitable giving strategies. Learn More

We have extensive experience.
No matter how much you may like your current 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  Kevin Terao, CFA, CFP®, Nadia Antii, MBA, CRPC®, and Thomas A. Gray, MBA, in addition to their management team, have over 80 years of combined experience in wealth management and investment consulting. Learn More 

Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Past performance is not indicative of future results, and there is no assurance that any investment strategy will be successful.

As each Private Investment Management (PIM®) program account is individually managed, construction and ongoing management of portfolios may vary from those discussed in this Philosophy Statement.

The PIM program is not designed for excessively traded or inactive accounts and are not suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.