RiverStone Wealth Management

We are passionate about the value wealth management services bring to our clients—high-net-worth individuals and families with complex needs. Utilizing a client-centric model that emphasizes intelligent planning and sound judgment, we offer a range of solutions to meet the unique needs of our clients. We are dedicated to providing exceptional wealth management services by forming partnerships built on trust, compassion, and independent investment counsel. Our reputation is built on placing your needs first—always. We take the time to listen. Our firm exists to help protect your wealth from outside forces and unforeseen events—no matter what form they may take. Most important, we are proactively mindful of our clients’ needs and our efforts to help them achieve their aspirations. We believe that no one firm is right for everybody, and we don’t expect to be a perfect fit for every prospective client. RiverStone Wealth Management strives to be, and then remain, the best choice for individuals and families with substantial resources and complex needs, who embrace our values—investors who understand the value of patience, risk management, and a long-term adherence to a proven approach. Our clients’ rely on us for comprehensive solutions to managing their wealth based upon unbiased, rational advice, and innovative strategies. Since we understand that our clients’ lives are like a river with strong currents easily derailing their paths and aspirations, we focus on providing stepping stones to navigate that river, to fulfill our clients’ passions, based on clarity and sound judgment. As an independent firm, we are not swayed by corporate ties. And with an autonomous mindset, we don't allow ourselves to be influenced by market sentiments. We are independently owned and have no outside shareholders or corporate parent. Thus, we are free from the conflicts of interest that arise when a corporate firm needs to serve the interests of its shareholders ahead of the interests of its clients. The driving force behind our financial planning recommendations and investment decisions is your best interest, pure and simple. At RiverStone, we believe these characteristics set us apart. They are the direct result of the team that we have built, the skills and expertise that we bring to our clients, and our unwavering focus on our clients’ needs. It is these hard-won and all too-rare qualities, consistently applied that have made RiverStone a trusted, independent wealth management firm.

Address: 7 Livingston Street, Rhinebeck, NY 12572, USA

Phone: +1 845 516 4440
FAX: