Forward Thinking,
Independent, Financial Advice
Two Rivers Wealth Management
Our first priority is helping our clients take care of themselves and their families. We want to learn more about each client's personal situation, identify their dreams and goals, and provide them with the highest level of service.
Our mission is to help identify what matters most to each of our clients in and develop a plan together to align their goals with their investments. We accomplish this with comprehensive financial planning and investment management. The team of experts we are aligned with always work with our client's best interests in mind and provide the advice needed to execute their financial plan.
We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
“Life is like the river, sometimes it sweeps you gently along and sometimes the rapids come out of nowhere.”
- Emma SmithOur Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.





Our Services
Our mission is to help clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with me, their valued and knowledgeable advisor. We aim to accomplish this through education, training, integrity, and outstanding client service.Our Process
Phase 1
DiscoverPhase 2
PlanPhase 3
NurtureInsights

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