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WEALTH MANAGEMENT & FINANCIAL
PLANNING
The investment team at RiverPoint is made up of senior professionals with
significant experience in financial planning and estate planning, with many
having received Certified Financial Planner and Certified Public Accountant
designations.
We work proactively with your other trusted advisors, including your CPA and
attorney, to ensure that your investment strategies effectively complement
your estate plans and current financial situation.
Philanthropic & Estate Planning
We specifically review the titling of investment
portfolios and are actively involved with the development and implementation
of charitable giving plans and estate tax savings ideas. We offer significant
experience in Grantor Retained Annuity Trusts, Family Limited Partnerships,
Qualified Personal Residence Trust and Private Foundations.
Large Stock Positions Management
Our professionals also have experience helping clients manage large positions
of low cost basis stock, analyzing and suggesting strategies to reduce the
risk and taxes associated with a large position in a single stock. We have
worked with effective techniques such as equity collars, pre-paid variable
forward sales, exchange funds, charitable remainder trusts and strategically
selling shares outright. We have worked extensively with single stock
positions of Procter & Gamble and many other companies.
Retirement Planning
We have extensive financial planning expertise helping clients prepare for
their retirement. This includes retirement projections and properly
identifying an appropriate investment strategy to produce the required
retirement income. We are also able to consult with our clients in
calculating the required minimum distribution on IRAs and retirement plans.
You'll find this expertise especially helpful when considering retirement.
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