Riverchase Wealth Management, LLC
Welcome to Riverchase Wealth Management. We are a fee-only financial planning and investment management firm that works with individuals and families to improve retirement outcomes. That may mean helping to plan for retirement which is still many years away, or guiding finances and distributions for current retirees.
You can learn more about Jaco Jordaan in our Upper St. Clair, PA, office in this video:
Some of the common questions clients ask us to address are:
- Am I saving enough to reach my retirement goals?
- Are my investments properly allocated and diversified?
- I'm scared of running out of money. How much can I spend?
- I don't want to share my retirement with Uncle Sam, how do I plan to minimize taxes during retirement?
- What will happen to my estate in the event of my death?
- In what ways can I contribute to the charitable organizations I care about?
If you've contemplated similar questions, please call or e-mail us today to start a conversation about how we can help.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.