Performance

Riverview Wealth Management Services is a team of highly respected experts whose collective skills drive superior financial performance for our individual and corporate clients.

As a company whose success is defined by our ability to accomplish client goals, we understand that client-focused performance is at the core of our efforts and expertise.

Whether your goal is the tax-advantaged transfer of assets, growing assets or affording the unique protection of a trust, we’ll help you plan a strategy that aligns with your goals and we’ll competently execute the tactics to help you get there.

History & Culture

It’s not about sales, it’s about solutions.

Since our beginning, it has been our number one priority to function as a client advocate. Our growth has been steady and strategic, and our commitment to customer satisfaction is unparalleled.

We take accountability in every piece of advice, and provide peace of mind through local decision-making and proven performance.

“We started our relationship with Riverview Bank in the early 1980s. We were first introduced to the asset management team about 10 years ago when I received power of attorney over my mother’s affairs. It was such a relief to have them take over the estate, the tax work and, ultimately, the will and all the legal work involved. We were so impressed with the service and the people we met that when it came time for my wife’s parents to need help, we turned to them once again. On this occasion, however, matters were much more complicated. Though there was a substantial real property asset in the estate, there was a serious cash flow problem at a time when there were costly health care needs to deal with. It was in this dark hour that the asset management team proved their true metal. We were able to engineer a loan that literally saved the estate. The team, including the CEO, met with my wife and brother-in-law and I on multiple occasions helping us formulate a strategy and stay the course. We will never be able to adequately thank them for this personal service. We recently were able to retire and it should come as no surprise that our funds are at Riverview Wealth Management Services.” – Robert McCleary