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

What the First Year Working Together Actually Looks Like

William Clinton, CFP®, CIMA®, CPWA® |
Categories
Finance
Retirement
Estate Planning
Family
Investments
Hiring a financial advisor is one of the biggest decisions most people make without really knowing what comes next. You hand over your financial life to someone based on a couple of meetings and a gut read on whether the relationship feels right. Then you sign the paperwork and wait. The accounts transfer, things go quiet, and you are left wondering whether the relationship you signed up for is the relationship you are actually going...

The Estate Planning Conversation Most Advisors Never Have

"William Clinton, CFP®, CIMA®, CPWA® |
Categories
Finance
Retirement
Estate Planning
Family
Investments
I have sat across from a lot of accomplished people who were certain their estate was handled. They had a will. A good attorney drew it up. They read it, signed it, put it in a drawer, and never thought about it again. As far as they were concerned, that box was checked. In most of those cases, the will was controlling far less of their money than they believed. This is the conversation most...

You Don't Want Your Parents' Advisor: A guide for women inheriting from a parent

Bill Clinton, CFP®, CIMA®, CPWA® |
Categories
Finance
Retirement
Estate Planning
Family
Investments
The woman I'm going to describe in this piece isn't one person. She's a pattern. I've worked with enough women in her situation that I can describe her clearly without describing anyone in particular. The details are blended to protect privacy. The pattern is real. She's 58. Her second parent died a few months ago. Her father went first, years earlier; her mother held on until last winter. She's an executor, or she has a...