Connection
Our Customers
We understand that personal circumstances and shifting priorities can impact financial planning. That is why our planning and investment recommendations are flexible and realistic to serve your needs.
Individuals
At the core of our business is the individual investor. Whether you’re an employee, self-employed, a business owner, or part of a family, we want to build a personal, one-on-one relationship with you.
Accessible
We believe in being accessible to you when you need us, and that means more than us picking up the phone when you call.
Attentive
We pay close attention to your concerns and communicate in a way that's transparent and easy to comprehend.
concern
Families
As your family grows, we’ll be with you.
With an inclusive approach and relationship-first focus, Millstone River Wealth Management believes that connecting with clients on a personal level is the foundation of successful decision-making.
Businesses
If you're a business owner, it may be your single greatest asset. We'll help integrate your business into your personal financial plan.
Plan Consulting
We help you establish and manage your retirement plan to attract and retain talent, and help them plan for a financially secure future.
Succession Planning
As you near retirement, we can help you craft a customized plan for the succession of your business.
Giving Back
Non-Profits
Non-profits have specific financial considerations and needs.
We work closely with non-profits to help them along every stage of the lifecycle. As you work to give back to your community, we want to help you manage your financial health wisely.
Self-Employed
When you’re your own boss, it’s incumbent on you to manage the financial health of your household and your company. We can help you make the best decision for your business and your future.
There are special requirements and concerns for people who are self-employed. We can help you make sense of it all.
Working and Accumulating
While you’re still in your working years, you’re accumulating wealth and working towards a healthy, prosperous, happy retirement. We want to help you build a future that allows you to live the lifestyle you desire.
Financial Planning
We can help you craft a cohesive financial strategy to remain financially independent and plan for retirement.
Investment Advice
We’ll work together to manage your wealth through a disciplined and diligent investment strategy.
Time to Relax
Retirees
After a lifetime of hard work, it’s finally time to enjoy the fruit of your labor.
We’ll work together to create retirement income to last as long as you do.
Businesses and
Non-Profits
When you’re the boss, you’re under a lot of pressure to make everything work just right.
We can help you establish or optimize your retirement plan to serve your needs and help employees pursue their long-term financial wellness goals.
Connect with Us
