Riverchase Wealth Management

Riverchase Wealth Management takes a different approach to managing wealth: Look at the whole picture, not just the portfolio. Established by co-founders and principals Rett Dean and Sean Kelleher, the firm brings investments, tax planning, insurance, estate considerations, and other financial decisions together to create a comprehensive plan for each client.

Putting clients’ best interests first is central to the firm’s approach, and Living readers recently recognized that commitment by voting Riverchase Best Financial Advisor. As a fee-only fiduciary firm, Riverchase provides advice based solely on what’s in a client’s best interest.

Tax expertise is another key differentiator. Everyone on the Riverchase team is an Enrolled Agent with the IRS, giving the firm a uniquely deep understanding of how taxes factor into financial decisions. “Taxes are ingrained in what we do,” Kelleher says. “The goal isn’t to let taxes drive decisions, but to make sure they’re always part of the conversation.”

Just as important are relationships. The team takes time to understand clients, their families, and what they hope to accomplish — not simply checking in once a year. “We’re very high tough and provide concierge-level service,” Dean says.

For Brit Parten, director of operations, that personal connection is especially meaningful. Clients know they can reach out to the team with questions, even when those questions fall outside their immediate financial plan. “What’s most rewarding is knowing our clients appreciate they can rely on us in every season of life,” she says.