River Wealth Advisors
River Wealth Advisors

Current Disclosure Brochure (ADV Part II)

View the current River Wealth ADV File >>

Privacy Policy

It is the policy of River Wealth Advisors, Inc to keep confidential nonpublic personal information ("information") pertaining to each current and former client (i.e., information and records pertaining to personal background, investment objectives, financial situation, tax information/returns, investment holdings, account numbers, account balances, etc.) unless River Wealth Advisors is: (1) previously authorized by the client to disclose information to individuals and/or entities not affiliated with River Wealth Advisors, including, but not limited to the client's other professional advisors and/or service providers (i.e., attorney, accountant, insurance agent, broker-dealer, investment adviser, account custodian, etc.); (2) required to do so by judicial or regulatory process; or (3) otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations. The disclosure of information contained in any document completed by the client for processing and/or transmittal by River Wealth Advisors in order to facilitate the commencement/continuation/termination of a business relationship between the client and a nonaffiliated third party service provider (i.e., broker-dealer, investment adviser, account custodian, insurance company, etc.), including information contained in any document completed and/or executed by the client for River Wealth Advisors (i.e., advisory agreement, client information form, etc.), shall be deemed as having been automatically authorized by the client with respect to the corresponding nonaffiliated third party service provider. Each individual and/or entity affiliated with River Wealth Advisors is aware of River Wealth Advisors' Privacy Policy, and has acknowledged his/her requirement to comply with it. In accordance with River Wealth Advisors' Privacy Policy, each such affiliated individual and/or entity shall have access to information to the extent reasonably necessary for River Wealth Advisors to perform its services for the client, and to comply with applicable regulatory procedures and requirements.

Disclosure Statement

River Wealth Advisors (“River Wealth”) is an SEC-registered investment advisor with its principal place of business in the Commonwealth of Pennsylvania. River Wealth may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For information pertaining to the registration status or for a copy of the disclosure brochure of River Wealth, please contact River Wealth or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).

Use of this website is limited to the dissemination of general information regarding River Wealth Advisors' investment advisory services offered to clients residing in those U.S. states where provided such information is not prohibited by applicable law. This information is not suitable for everyone and may be derived from external sources that are not affiliated with the Firm. Any subsequent, direct communication by River Wealth Advisors with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of River Wealth Advisors, please contact the United States Securities and Exchange Commission and/or the state securities law administrators for those states in which River Wealth Advisors maintains a notice filing. A copy of River Wealth Advisors' current written disclosure statement discussing River Wealth Advisors' business operations, services, and fees is available from River Wealth Advisors upon written request. While River Wealth Advisors believes these sources to be reputable, the Firm makes no representation or guarantee as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by an unaffiliated third party, whether linked to this website or referenced herein. All such information is provided for convenience purposes only and all users should be therefore be guided accordingly.

River Wealth Advisors Social Media Disclaimer

Information posted on River Wealth Advisor’s social media sites should not be construed as a recommendation by River Wealth Advisors, its principals or personnel, as an offer to sell or solicitation to buy any securities or as personalized investment advice. Any opinions expressed by River Wealth Advisors or its employees on the Company’s Social Media Sites are as of the date of publication and are subject to change. Information that River Wealth Advisors posts on social media is taken from sources that River Wealth Advisors believe to be reliable, but is not guaranteed by River Wealth Advisors for accuracy or completeness.

The social media sites may contain links to articles or other information that are contained on a third party website. River Wealth Advisors does not endorse or accept responsibility for the content, use, or reliability of the web site. River Wealth Advisors assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on third party pages. Any opinions or statements posted by third parties are their own and may not be representative of the experience of others or indicative of future performance or success.

River Wealth Advisors reserve the right to remove any comments, photos, videos, discussion posts, wall posts and any other third party-posted content that we deem inappropriate or that contains confidential information, profanity or illegal material. River Wealth Advisors also reserve the right to ban from its social media sites any commenters that violate these parameters.

Visitors to these social media sites must avoid posting positive reviews of their experiences with the Company, its personnel, principals or its services as such posts may be considered testimonials under state and federal securities laws.