Q1 2023 Portfolio Statements and Bills & Reasons for Going Digital

All first quarter portfolio statements and bills were either posted to your secure portal or mailed to you a couple of weeks ago.

For those who feel comfortable using technology but are still receiving hard copies of these documents, please consider going to digital posting only. By having your confidential information posted to the portal, you can be assured your information is being protected and no one else can access it. Additionally, you will get the documents sooner and you are helping us be green in the operations of our firm.

If you have issues accessing your portal, please contact our office at717.888.9830 for support, or email Andrew O’Gorman directly at aogorman@riverwealthadvisors.com. If you would like to switch to digital posting only, please feel free to email Blake Miller at bmiller@riverwealthadvisors.com and he will note the change in your account record.