Riverbank Wealth Management, LLC
Riverbank Wealth Management is a full-service, independent financial services firm committed to helping individuals, families, businesses and non-profit organizations achieve their financial goals. We primarily provide fee-based asset management and financial planning services, and we offer commission-based services as appropriate. We seek to provide our services in the manner and structure that best serves our client’s interests, upholding the highest fiduciary investment standards.
Our Mission: To provide unbiased, independent wealth management solutions that build mutually beneficial, long-term relationships with our clients. Riverbank began as a vision – to utilize our combined expertise to offer unbiased, independent asset management solutions for our clients, through our affiliation with Regal Investment Advisors and Regulus Advisors. We offer a full range of financial planning and investment options, and we provide these products in a transparent manner to well-informed clients. Our primary goal is to be known as advisors who care first and foremost about the interests of our clients. We will maintain the highest standards of integrity and professionalism in our client relationships, and we believe our success is only assured when our clients are completely satisfied. It is this belief and the spirit of independence that has led us to create Riverbank – for clients, first.
Address: 72 W. Front St. Monroe, MI 48161, USA
Phone: +1 734 457 9123
FAX: +1 734 457 9609
