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3100 Zinfandel Drive Suite #255, Rancho Cordova, CA 95670

916-362-4107
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Flourish Through Every Life Stage

Empowering clients through balanced, risk-managed financial planning to enjoy their lives while building and preserving a meaningful legacy.

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We Help People Like You

Individuals & Families

Clear, simple guidance for those looking to get organized, set goals, and build a strong financial foundation.

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Builders & Savers

Support for people steadily working toward financial stability, wherever they are on their journey.

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Pre-Retirees & Retirees

Income planning, pension decisions, RMD support, and strategies that help retirees maintain their lifestyle.

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Business
Owners

Practical, strategic advice that connects business decisions with personal goals through growth and transition.

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Experience A Partnership That Prioritizes You

Experience A Partnership That Prioritizes You

At American River Wealth Management, we meet you where you are. With balanced, risk-managed planning and a collaborative, team-based approach, our financial planning and wealth management firm is here to guide you thoughtfully through every stage.

Clear Conversations Lead To
Better Decisions

Our approach begins with understanding your values, your family, your lifestyle, and your hopes for the future. From there, we define your goals, review your financial picture, and build a plan that balances preparing for tomorrow with enjoying life today. Gain clarity, confidence, and a partner you can call anytime.

EXPLORE OUR APPROACH  |  UNDERSTAND OUR PROCESS

Tell Us When You Want To Retire.
We’ll Make A Plan To Help You Get There.

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Our Coordinated Solutions

We offer a full suite of services designed to simplify complexity and support long-term financial well-being.

Personal Services

Gain clarity, stay organized, and make decisions that support both the life you’re living today and the one you want tomorrow.

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Business Services

Align business goals with personal financial success. We help you protect what you’ve built and prepare for what’s next.

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Enjoy Simplified Planning

Education is at the heart of everything we do. From articles to calculators and ongoing learning tools, we help clients finally feel confident about concepts they’ve been confused by for years.

Your DNA Test

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
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Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.
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Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.
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Saving for College 101

Saving for College 101

Here's a crash course on saving for college.
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Get In Touch With Us Today

Connect with our team and discover how honest, transparent guidance can help you take control of your financial future.

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