About the company

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Our Mission

At Riverstone Wealth Planners, our mission is to provide personalized, white-glove financial services that empower our clients to confidently pursue their financial goals.

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A Personalized Approach to Wealth Management

Led by founder Bill Clinton, CFP®, CIMA®, CPWA®, we are committed to delivering a highly customized approach to wealth management. Our focus is on long-term financial security and tailored investment strategies that reflect each client’s unique circumstances.

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Who We Serve

We work closely with individuals nearing or in retirement, as well as corporate executives with complex compensation structures. Our financial plans are designed to address your specific needs and aspirations with clarity and confidence.

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What You Can Expect

Through continuous education and a commitment to industry excellence, we strive to be trusted partners in every step of your financial journey. At Riverstone Wealth Planners, we believe in building lasting relationships grounded in trust, expertise, and exceptional 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

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

William Clinton |
Categories
Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...

5 Damaging Myths About Money Talks & the Facts Behind Them

William Clinton |
Categories
Investments
Finance
Lifestyle
Savings
Family
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits. 1 That means that many of us are not discussing money as much as we probably should be. 1 Without those talks, myths about money and financial conversations can get a much stronger grip on our perspective and our financial decisions. That silence may end up stunting our financial...

Financial Planning for Independent Women: The Top 5 Issues to Address Right Now

William Clinton |
Categories
Finance
Investments
Risk Management
Tax Planning
Thoughtful guidance for women who are primary financial decision-makers, managing finances today feels more complex than ever. Whether you are an independent woman, a professional navigating financial independence, planning for retirement, or managing wealth after a major life transition, having a clear and thoughtful financial plan is essential to long-term confidence and security.