About the company

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Our Mission

At Riverstone Wealth Planners, our mission is to provide personalized, white-glove wealth management and financial planning services that help individuals, families, and executives in New Jersey confidently pursue their long-term financial goals.

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A Personalized Approach to Wealth Management

Led by founder Bill Clinton, CFP®, CIMA®, CPWA®, Riverstone Wealth Planners delivers a highly personalized approach to wealth management and financial planning. We focus on long-term financial security and tailored investment strategies designed to reflect each client’s unique goals, circumstances, and stage of life.

 


 

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Who We Serve

We provide wealth management and financial planning services for individuals nearing or in retirement, corporate executives with complex compensation structures, and independent women seeking thoughtful financial guidance. Based in Chester, New Jersey, we proudly serve clients throughout Morris County and across the New Jersey and New York metro area, while also working with clients nationwide through a fully virtual planning experience.

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What You Can Expect

Through ongoing education and a commitment to industry excellence, Riverstone Wealth Planners provides thoughtful wealth management and financial planning guidance designed to support clients at every stage of their financial journey. We believe in building lasting relationships grounded in trust, expertise, and exceptional, personalized service.

 

 


 

Our Services

 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
 

Tax Planning

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to work toward minimizing the latter.

Our Team

We manage assets for individuals and families, providing investment management, and financial planning services.

Blogs

Concentration Risk: When Your Career and Your Portfolio Are the Same Bet

William Clinton |
For most pharma executives, the single largest financial exposure isn't the stock market. It isn't interest rates. It isn't even taxes. It's the company they work for. Through years of equity compensation, your wealth and your career end up tied to the same employer. RSUs vest into company stock. Options exercised result in company stock. Performance shares deliver in company stock. Deferred compensation may be tracked against company stock or other fund options. Layer on...

Putting It All Together: Why Coordination Is the Real Strategy

William Clinton |
Over the past five posts, we've covered the individual components of executive compensation in detail. RSUs and why the decision doesn't end at vesting. Stock options and why timing matters more than most executives realize. Deferred compensation and the question almost nobody thinks to ask. The structural withholding gap that creates surprise tax bills. And the concentration risk that builds quietly when nobody is managing it. Each of those topics matters on its own. But...

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

William Clinton |
Categories
Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key decisions and oversee vital needs for someone else. That doesn’t mean that POAs come with carte-blanche powers or that one power of attorney will mirror another. Explaining how POAs work, this guide shares more fundamentals, detailing some common types of powers of attorney and the responsibilities you may have as an agent of one of these devices.