Rivertree Wealth

Little Rock, Arkansas

★ 5.0 (26 reviews)
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About

Rivertree Wealth is a fee-only fiduciary firm in Little Rock, Arkansas that provides retirement planning, investment management, tax planning, income planning, Social Security optimization, and estate planning services. The firm serves clients aged 50 and older with at least $1 million in retirement assets across 26 states, managing over $179 million in assets for more than 100 clients. Rivertree operates on a fully remote basis and uses Charles Schwab or Fidelity as custodians, with a stated planning methodology called RetirementOS that incorporates tax efficiency and the client's personal objectives throughout the planning process.

Specialties

Retirement Planning

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-4:30PM, Tuesday: 8:30AM-4:30PM, Wednesday: 8:30AM-4:30PM, Thursday: 8:30AM-4:30PM, Friday: 8:30AM-12PM, Saturday: Closed
SEC registered
No

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