OUR SERVICESProfessionally integrated Advice & Planning with Governance & Strategy; the FOUR cornerstones of managing wealth with purpose
The four cornerstones of managing wealth with purpose are the advice you receive, the plans we design, the strategy we deploy and the governance we use to protect your wealth.
We deliver purposeful advice and actionable planning services to help you manage your wealth with purpose, allowing our clients to help extend their wealth and legacy beyond their generation.
We are committed to meeting our clients’ need for privacy, structure, defined interests, and investment objectives by proving the pillars of comprehensive wealth management designed to strengthen each cornerstone of managing wealth with purpose.
Estate & Philanthropic Management
Wealth Management Solutions and LPL Financial do not provide legal advice. You should consult with your attorney for guidance on your specific situation.
Estate & Legacy Planning
Wealth Management Solutions and LPL Financial do not provide tax advice. You should consult with your tax advisor for guidance on your specific situation.
Wealth & Estate Transfers
Business & Financial Succession
Reporting & Record Keeping
Compliance & Regulatory Services
*Wealth Management Solutions advisors provide access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
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
Check the background of your financial professional on FINRA's BrokerCheck.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
THE FINANCIAL CONSULTANTS AT WEALTH MANAGEMENT SOLUTIONS ARE ALSO REGISTERED WITH AND SECURITIES
OFFERED THROUGH LPL FINANCIAL, MEMBER FINRA/SIPC. FOR HYPERLINKS TO FINRA AND SIPC SEE AT THE BOTTOM OF THIS PAGE. INVESTMENT ADVICE AND FINANCIAL PLANNING OFFERED THROUGH WEALTH MANAGEMENT SOLUTIONS, A REGISTERED INVESTMENT
ADVISOR. WEALTH MANAGEMENT SOLUTIONS AND LPL FINANCIAL ARE SEPARATE ENTITIES.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: California (CA), New Jersey (NJ), Nevada (NV), New York (NY), AND TEXAS (TX).