By Richard Riva I learned from an early age that you cannot preserve a legacy without having advice, planning, strategy, and governance in place. It does not matter how hard you try.  I learned this difficult lesson when my father died prematurely and our family lost...

By Richard Riva What financial advice did you get from your parents growing up? You may have heard things like:  A home is a good investment. You’re wasting money if you pay rent. Just invest in your 401(k) and you’ll be set for retirement. Unfortunately, our economy...

By Richard Riva If you’re like most people, you don’t just want to have money for the sake of having it. You want to be a good steward of your wealth. You want to use your money to support the people and organizations that matter most to you. Even more so, you may...

By Richard Riva If the last year has taught us anything, it has shown us that life is unpredictable. You may have everything figured out, and then life throws you a curveball and you must adapt to the circumstance.  That’s why when investors move through a timeline of...

By Richard Riva Managing wealth goes far beyond simply managing investments. It requires a holistic approach that addresses every aspect of your financial life. We call these “aspects” the 8 pillars of wealth management:  Risk management Asset management Tax planning ...

By Richard Riva As the owner of a family business, you’ve poured everything you have into growing your company and achieving the success you deserve. Have you thought about how your heirs will manage your wealth beyond your lifetime? Since money is already a subject...

By Richard Riva Have you ever thought about why you have an investment strategy? Whether they consciously think about it or not, most investors have a life purpose beyond the returns they generate. Knowing your purpose makes investing more meaningful and is the first...

By Richard Riva When I was young, my father passed away prematurely. He didn’t have anything appropriately planned, and as a result, my family’s legacy vanished. We lost my grandfather’s estate and all of my childhood mementos when the property was sold abruptly.  ...

By Richard Riva Over the 17 years Wealth Management Solutions has been serving our clients with fee-only independent fiduciary advice, planning, strategy, and governance services, we have experienced incredible growth. That’s why we are looking for motivated advisors,...