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,...

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...

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....