
The 8 Pillars Of Wealth Management (& Why They’re Important)
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 ...

How Will Heirs Manage Your Wealth?
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...

Is Your Investment Strategy Aligned With Your Life Purpose?
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...

Who We Serve Best: Faith-Minded Family Business Leaders
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. ...

We’re Hiring!
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,...

Our 3-Bucket Strategy For Your Financial Needs
By Richard Riva Investing and planning for the future can feel downright overwhelming. How do you balance saving for your short-term goals, retirement, plus taking care of today’s needs? Not to mention the unknown of market volatility and rising inflation. If you’re...
Celebrating Martin’s 5th Anniversary As A Partner
By Richard Riva We love to celebrate milestones and accomplishments here at Wealth Management Solutions. Whether that’s a client reaching a goal or deciding to retire, or one of our team members experiencing exciting news, we think it’s important to reflect on the...

Announcing Our New Website!
By Richard Riva We are thrilled to announce the launch of our new website! We are dedicated to delivering more value to you, and the new website is designed to do just that by offering you information, resources, and updates to help you pursue your financial goals....

What Women Need In Retirement
Staying busy working day in and day out can sometimes make it hard to look ahead to the future. Have you been properly preparing for retirement? When thinking about this topic, most of us just consider the financial aspects of it. But it’s also important to prepare...

Do You Have A Solid Investment Strategy In This Financial Crisis?
The coronavirus pandemic has uprooted the lives of millions of Americans and has sent the stock market crashing to all-time lows. While it may be easy to let panic set in, the most important thing you should do is step back, take a deep breath, and reevaluate your...
ReimaginINg How Financial Advice and Services
are Designed and Delivered
Wealth Management Solutions, LLC
4000 MacArthur Blvd, Ste. 600 East Tower
Newport Beach, CA 92660
Office: (949) 475-9700
Fax: (949) 475-9701
Security Licenses 7, 24, held at LPL
Richard Riva is licensed to sell insurance in the state of California. His principal place of business and domicle is California. CA Insurance LIC# OB22466
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