CLOs on the Move

River Wealth Advisors

www.riverwealthadvisors.com

 
River Wealth Advisors aspires to enrich investors by providing a straight-forward approach to investing, with disciplined financial strategies and sound risk management. We focus on wealth management, financial planning, retirement planning, investment portfolios and trusts. Our personalized, fee-only financial strategies guide our clients through the currents of ever-changing and often turbulent markets to long-term financial success. River Wealth Advisors is based in Harrisburg, PA and serves clients throughout Pennsylvania, New York, New Jersey, Maryland and across the United States. Experienced wealth advisors Robert E. Caplan, MBA, CFA, and Edward B. O`Gorman, MBA, CFA, lead the River Wealth Advisors team.
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details
Ralph Manna
 Partner, Chief Compliance Officer Profile
Chuck Domer
 Chief Compliance Officer and Director of Operations Profile

Similar Companies

NobleReach Foundation

NobleReach Foundation is a private nonprofit foundation that brings together the best minds from government, industry, and academia to enhance the security of our nation.

SuttonPark Capital

Goodkind Lalchandani

Goodkind Lalchandani is a Citrus Heights, CA-based company in the Financial Services sector.

Qapital

Launched on the simple idea that life is a series of tradeoffs and how you prioritize them leads to better spending and saving, Qapital is the only financial app redefining banking with your goals in mind. From payday to the moment you reach your goals, Qapital believes that how you save, spend, and invest should work together to help you find that perfect balance between present happy you and future happy you. Find your weekly Spending Sweet Spot, budget deposits across expenses and goals in just a few taps with Payday Divvy, simplify investing through a range of easy-to-understand options that fit different lifestyles, timeframes and risk tolerances, and explore resources and experiences that take your financial wellness to a whole new happiness level.

Grove Point Financial

Grove Point Financial was incorporated in 1984 and operates out of its headquarters in Rockville, Maryland. The firm provides broker-dealer and RIA services to more than 500 registered representatives across the U.S. Grove Point Financial is guided by a mission of delivering service excellence based on relationships, where all financial professionals thrive in an intimate and accessible culture that values partnership above all else. Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC, Grove Point Investments, LLC & Grove Point Advisors, LLC are subsidiaries of Grove Point Financial, LLC. Grove Point Financial, LLC is a wholly owned subsidiary of Kestra Holdings.