OUR APPROACH
Why River Wealth?
At River Wealth Advisors, we pride ourselves on getting to know each of our clients, what drives them, and what their goals are. We then use this knowledge to develop a personalized financial and investment plan that will guide them through the changing currents of their lives and help them achieve long-term financial success. From building personal wealth to facing a financial life change or planning for retirement, we offer a straight-forward approach with disciplined, fee-only financial strategies and thoughtful risk management.
Enriching the lives of our clients and community is our mission, and we stay focused on delivering on that vision. We look forward to getting to know you and helping you develop your path to long-term financial success.
Wealth Management Team
Experienced wealth advisor Edward O’Gorman, MBA, CFA and relationship and brand expert Rebecca McClure lead the River Wealth team. Our staff has the industry experience, client-focused approach, and deep understanding of the market to help clients achieve their financial objectives.
Not all services will be appropriate or necessary for all clients, and the potential value and benefit River Wealth Advisors (“RWAs”) services will vary based upon a variety of factors, such as the client’s investment and financial circumstances, the client’s tax bracket, the nature and amount of the client’s employer and outside benefits, the client’s level of cooperation and communication, and the client’s overall objectives. RWA will generally upon the accuracy and completeness of the information provided by the client when providing advisory services. The receipt of personalized and tailored services, or your access to financial or professional resources should not be construed as a guarantee of a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.