We were looking for a Financial Advisor to help us navigate a post - IPO situation, and after chatting with a few of them, we decided to go with Ron. We had a few good reasons for doing so: Ron...
TJ K.
12/15/2022
(1)
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The focus at Rivermark Wealth Management is to deliver comprehensive holistic tax & financial planning catered to the unique needs of our clients. We help our clients reduce their taxes, make smarter investment choices, manage their equity compensation, save for college, and navigate their path into and through financial independence. We are fiduciaries at all times and in all client engagements.
We were looking for a Financial Advisor to help us navigate a post - IPO situation, and after chatting with a few of them, we decided to go with Ron. We had a few good reasons for doing so: Ron...
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