Planning For Trusts & Estates


The goal for some investors is to preserve and transfer their wealth for future generations or to further their philanthropy wishes. Many establish trusts to minimize estate taxes and control how assets are distributed. River Wealth Advisors can analyze the benefits of various estate planning strategies and work hand-in-hand with your attorney to help establish a trust.

Investment Philosophy

River Wealth Advisors’ investment philosophy is driven by fundamental value. We seek securities that are trading inexpensively, relative to the market, while carefully taking into account the underlying value.