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 We Actually Do: The Whole Picture in One Place

William Clinton, CFP®, CIMA®, CPWA® | Riverstone Wealth Planners Chester, New Jersey | Serving Morris County and the NJ/NY Metro Area |
Categories
Investments
Retirement
Tax Planning
Risk Management
Estate Planning
I started this series because of a pattern I kept running into. People would sit across from me, often coming from a large national brokerage firm, and when I asked what their previous advisor actually did for them, they could not really answer. They knew their accounts were "managed." They had a vague sense that someone was watching their money. Beyond that, the work was a black box, and most of them assumed that black...

Checking Your Portfolio Isn't the Same as Reviewing It

William Clinton |
Categories
Investments
Retirement
Tax Planning
Risk Management
Estate Planning
Nearly half of investors check their portfolio at least once a day. 1 Many of them aren't reviewing anything. They're refreshing a number. Watching it move. Sometimes celebrating. Sometimes panicking. But not actually evaluating whether the portfolio is built for the life they're heading into. That's a different exercise. And the years around retirement are where the difference starts to matter most. The Habit That Isn't Doing What You Think It Is Checking a portfolio...

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...