Our profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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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

Awards & recognition

  • Brad Swartzwelder, Forbes Best-in-State Wealth Advisors, 2022-2024
  • Kevin Williamson, Forbes Best-in-State Wealth Advisors, 2022 - 2024

Community participation

Riverstone Wealth Advisory Group - Community participation photo

Riverstone continues to support Feed More, Central Virginia’s core hunger-relief organization. Each year, Riverstone partners with our clients for a virtual food drive in the spring. We also host several food drives throughout the year with our clients dropping most needed donations at our office or at an event. Overall, between the funds raised and food donated, we helped provide approximately 75,000 meals to those most in need in our area.

During the holiday season, we proudly partner with our clients to participate in the Salvation Army Angel Tree program, lifting the spirits of more than 55 children with our gifts each year.

Our photos

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