Client Service Levels

River Wealth Advisors offers personalized, fee-only financial strategies to guide our clients through the currents of ever-changing and often turbulent markets to long-term financial success. We offer several account service levels suited to meet our clients’ needs.


LEHIGH

Wealth Management & Financial Planning

Fee Based Financial Planning That Includes Debt Analysis & Spending Strategies
Daily Investment Monitoring
Investment/Assets & Risk Management
Tax Reduction Strategies
Charitable Gifts & Family Planning
Retirement & Wealth Planning

Portfolio Administration

Portfolio Reviews - Annual Reviews In Our Office, By Phone Or Virtual
Online/Mobile Account Access To Secure Client Portal
Quarterly Portfolio Reports Posted To Portal
Quarterly Newsletters & Market Updates
Notary Services

Client Communication

Proactive Communication From Your Team
Operational Support From Your Team

Additional

Client & Educational Events
Client Concierge Program


ALLEGHENY

Wealth Management & Financial Planning

Fee Based Financial Planning That Includes Debt Analysis & Spending Strategies
Daily Investment Monitoring
Investment/Assets & Risk Management
Tax Reduction Strategies
Charitable Gifts & Family Planning
Retirement & Wealth Planning

Concierge Services

Estate & Legacy Planning
Multi-Generational Wealth Strategies
Divorce Financial Assessment

Portfolio Administration

Portfolio Reviews - Annual Reviews In Our Office, By Phone Or Virtual
Online/Mobile Account Access To Secure Client Portal
Quarterly Portfolio Reports Posted To Portal
Quarterly Newsletters & Market Updates
Notary Services

Portfolio Support

Planning With Your Attorney Or CPA - Recommendations

Client Communication

Proactive Communication From Your Relationship Manager
Operational Support From Your Team
Portfolio Specific Communication

Additional

Client & Educational Events
Client Concierge Program


SUSQUEHANNA

Wealth Management & Financial Planning

Fee Based Financial Planning That Includes Debt Analysis & Spending Strategies
Daily Investment Monitoring
Investment/Assets & Risk Management
Tax Reduction Strategies
Charitable Gifts & Family Planning
Retirement & Wealth Planning

Concierge Services

Estate & Legacy Planning
Multi-Generational Wealth Strategies
Divorce Financial Assessment
Social Security Strategies
Estate Settlement Services
Elderly Care Planning
Education Expenses
Income Distribution Planning
Stock Option Management

Portfolio Administration

Portfolio Reviews - Semi-Annual Reviews In Our Office, Virtual, At Home, By Phone Or At A Location Of Choice
Online/Mobile Account Access To Secure Client Portal
Quarterly Portfolio Reports Posted To Portal & Mailed
Quarterly Newsletters & Market Updates
Notary Services

Portfolio Support

Planning With Your Attorney Or CPA - Coordination & Recommendations
Business Succession Planning
Retirement Plan Managers

Client Communication

Proactive Communication From Your Portfolio Manager
Operational Support From Your Team
Portfolio Specific Communication

Additional

Client & Educational Events
Client Concierge Program
Client Advisory Board