Riverbend Wealth Management
Overview
Riverbend Wealth Management is a fee-only fiduciary financial advisory firm based in Myrtle Beach, South Carolina. The firm specializes in providing comprehensive wealth management and investment services, focusing on assisting retirees and business owners through major life transitions. Their services include retirement planning, estate planning, tax planning, and investment management, all tailored to align with individual values and goals. The firm's investment approach is holistic, emphasizing personalized strategies that address the unique financial complexities of each client. They offer a range of services such as retirement income planning, business exit strategies, and comprehensive financial planning. Riverbend Wealth Management is committed to building long-term relationships based on integrity and trust, aiming to support clients in creating a life filled with abundance, security, and joy. Founded in 2019, Riverbend Wealth Management is led by Jeremy Finger, a Certified Financial Planner (CFP) with over 20 years of experience in the financial services industry. The firm operates as a fee-only fiduciary, ensuring that their advice is objective and in the best interest of their clients. They are registered as an investment adviser with the SEC and conduct business in states where they are properly registered or excluded from registration requirements.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Riverbend Wealth Management
What sectors does Riverbend Wealth Management invest in?
Riverbend Wealth Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Myrtle Beach, United States. Riverbend Wealth Management is listed as a other in the ConnectSafely investor database.
What stage does Riverbend Wealth Management invest at?
Riverbend Wealth Management backs companies at Pre-Seed, Seed, Early Stage, Series A, Series B and Growth, writing cheques of 100K - 5M.
Which regions does Riverbend Wealth Management invest in?
Riverbend Wealth Management invests across United States.
Who are the partners at Riverbend Wealth Management?
Team members listed for Riverbend Wealth Management include Jeremy Finger (Founder and CEO).
What companies has Riverbend Wealth Management invested in?
Riverbend Wealth Management's portfolio includes ABC Corporation, XYZ Enterprises and 123 Industries.
How do I contact Riverbend Wealth Management?
Riverbend Wealth Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
