Who We Serve
We work best with clients that understand the value that a financial advisor can offer them and trust us to make recommendations with their best interests in mind. While most of our clients are working professionals, we have the ability to serve a wide range of interests. When working with American River Wealth Management, clients can expect:
We believe that an educated client is an empowered client, which is why we take the time to inform our clients about the reasons behind our recommendations and never speak over their head when talking about complex subjects. The simplest solution is usually the best solution for our clients.
Before we even look at a client's’ assets, we determine what’s important to them and what they want to accomplish. By proactively addressing your financial planning needs and monitoring your strategies as we go, we aim to help you stay on track as you pursue your long-term goals. No question or concern is too small, and we want you to feel comfortable reaching out to us whenever you are looking for advice or guidance.
Over the course of our decades in the financial industry, we have worked with a wide range of clients with diverse needs. As a result, we can address the complex financial needs of individuals, families, and business owners in all stages of their career and life planning. We help individuals who might not otherwise work with an advisor because of budget or time constraints and we treat each client with the time and attention they deserve.