How we work

Are you on track?

From our client service specialists, to our client relationship managers, to our marketing manager, to your financial advisor, everyone at Riverstone Wealth Advisory Group is dedicated to providing you with a premier client experience. One that’s both pleasant and productive.

Our client service takes many forms, but it’s all based on a key concept: listening. We will listen to you to ensure we thoroughly understand your needs and concerns.

We believe in ongoing, comprehensive financial planning tailored to your unique circumstances and goals.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Investments

Community participation

Our 2019 National Day of Service at FeedMore!
Our 2019 National Day of Service at FeedMore!

While we still participate in the Salvation Army Angel Tree during the holidays, our main focus has been working with FeedMore, Central Virginia’s core hunger-relief organization dedicated to providing neighbors in need with healthy meals and hope for a better tomorrow. In 2019, working with our clients, we donated over 1600 pounds of food and donated over 130 hours of time in the warehouse.

Working with us

Initially meeting with our team provides you an opportunity to ask questions and learn how we work with clients. You're under no obligation; your initial meeting will be relaxed and informal.

Your meeting will include an overview of financial concepts such as a high-level look at your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive written analysis and/or recommendations, a comprehensive review of financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to Bring

To make our time together more valuable, we ask that you bring along copies of the following (if possible):

  • Questions you have regarding your current financial situation
  • All investment statements
  • Pension information
  • Last year's tax return
  • Recent Social Security statement
  • Recent mortgage statements
  • Anything else you think is material to your financial situation