Financial security comes from peace of mind, knowing you are making informed, confident decisions with your money.
Our team provides expert guidance and thoughtful counsel, allowing you to live your life with clarity and confidence.
Our team provides expert guidance and thoughtful counsel, allowing you to live your life with clarity and confidence.
Our Commitment to Personalized Wealth Management
Decades of dedication to personalized private client service have shaped our success by meeting the unique needs of our diverse clients. Riverside Wealth Management, Inc. proudly serves a select group of ultra-high-net-worth individuals, specializing in family stewards, professional athletes, and successful women. Discover how our knowledge and expertise help these clients achieve financial clarity and peace of mind.
Family Stewards
Family Stewards choose us because they know their spouse can put their trust in our team—professionals who communicate clearly, build relationships, and are dedicated to executing their wishes with the utmost precision.
At Riverside Wealth Management, we provide personalized financial management services designed to help athletes not only maximize their earning potential during their playing years but also plan for successful business ventures and eventual retirement.
Whether you are in the prime of your career, expanding into business, or planning for retirement, our team understands the unique financial landscape you navigate. We offer the strategic support necessary to protect and grow your wealth, ensuring you build a lasting legacy that supports both your personal and professional aspirations.
Our leadership holds certifications such as CERTIFIED FINANCIAL PLANNER® and Sports & Entertainment Accredited Wealth Management AdvisorSM, guaranteeing that you receive the expert guidance needed to manage your financial affairs with confidence.
Professional Athletes
We provide personalized financial management services designed to help athletes not only maximize their earning potential during their playing years but also plan for successful business ventures and eventual retirement.
At Riverside Wealth Management, we provide personalized financial management services designed to help athletes not only maximize their earning potential during their playing years but also plan for successful business ventures and eventual retirement.
Whether you are in the prime of your career, expanding into business, or planning for retirement, our team understands the unique financial landscape you navigate. We offer the strategic support necessary to protect and grow your wealth, ensuring you build a lasting legacy that supports both your personal and professional aspirations.
Our leadership holds certifications such as CERTIFIED FINANCIAL PLANNER® and Sports & Entertainment Accredited Wealth Management AdvisorSM, guaranteeing that you receive the expert guidance needed to manage your financial affairs with confidence.
Successful Women
We empower women with personalized financial strategies. We specialize in guiding women through significant life transitions—whether it’s managing an inheritance, navigating divorce, or coping with the loss of a spouse.
At Riverside Wealth Management, we provide personalized financial management services designed to help athletes not only maximize their earning potential during their playing years but also plan for successful business ventures and eventual retirement.
Whether you are in the prime of your career, expanding into business, or planning for retirement, our team understands the unique financial landscape you navigate. We offer the strategic support necessary to protect and grow your wealth, ensuring you build a lasting legacy that supports both your personal and professional aspirations.
Our leadership holds certifications such as CERTIFIED FINANCIAL PLANNER® and Sports & Entertainment Accredited Wealth Management AdvisorSM, guaranteeing that you receive the expert guidance needed to manage your financial affairs with confidence.
Our Difference
We are different from other advisors in our focus, our superior service and our investment solution.
Our Focus
You are at the center of everything we do. To ensure that you are going to have a successful investment experience and achieve your goals, we begin by listening to you. We want to understand your relationship with money, what truly matters to you, and your long-term goals. Whether it’s family, lifestyle, or future ambitions, we take the time to understand your priorities, interests, risk tolerance, and expectations. Armed with this knowledge, we create a tailored and comprehensive wealth management plan to help you achieve what is important to you. This plan, along with our proprietary money management tools that simplify the complexities of your personal financial life, helps give you the security and control you need to liberate you from worrying about your money and maintaining your lifestyle.
Our Service
We pride ourselves on service that goes beyond expectations. We don’t just manage your investments; we are committed to managing your entire financial well-being. Through our consultative approach, we uncover the most crucial aspects of your financial life and leverage our deep understanding of your needs to orchestrate a team of experts to ensure your success. We are responsive, proactive, and always ready to help you achieve what matters most to you. The degree to which we know and understand you gives us the knowledge to effectively serve you and manage a team of experts on your behalf to achieve all that is important to you.
Our Investment Solution
Our investment solution is based on over 60 years of empirical research on how capital markets work. Our philosophy is based on the science of investing. We do not predict, guess or bet with your money. We don’t focus on what’s hot or what is working now; we focus on what has always worked. We believe that the capital markets are efficient, and therefore we do not engage in timing markets or stock picking. Simply put, we are investors, not speculators. We seek to employ a long-term, disciplined investment approach and design investment portfolios that provide broad, global diversification across investment classes, which research has shown to be the most important factor in influencing long-term returns.
Our extensive discovery process allows us to determine the appropriate amount of exposure to the markets’ compensating risk factors based on your specific circumstances, risk tolerance, goals and objectives. We may utilize separately managed accounts, institutional-class funds and ETFs designed to produce true investments returns with low turnover rates, designed to lower your taxes, and some of the lowest expense ratios in the industry, to increase your return on investment. By avoiding speculation and the higher fees and expenses of active management in favor of a prudent investment process, we are able to provide solutions to help you achieve your goals.
Our Process
As your dedicated money advisor, we follow a consultative, five-step approach designed to truly understand you—your values around money, your goals, key relationships, interests, risk tolerance, and unique circumstances.
We utilize a proven wealth management process to address the full spectrum of your financial concerns, going well beyond just investment management.
Our comprehensive approach often uncovers issues in your financial life that may not be immediately obvious but, if left unresolved, could have significant consequences. By addressing these, we help ensure you stay on track to achieve your long-term goals.
1. Discovery Meeting
Initial Consultation
Our initial meeting serves as the foundation for a lasting and meaningful partnership. We actively listen to you. Through a series of thoughtful questions designed to reveal what and who matters most to you, we can identify the challenges you face in achieving all that is important to you.
During this initial consultation, we dedicate time to understanding you beyond your financial profile. By asking insightful and thought-provoking questions, we aim to reveal what matters most to you—your family, career, passions, and long-term dreams. This critical step provides a comprehensive view of you, your priorities, and the obstacles you face.
This holistic approach allows us to identify the key challenges and unique circumstances influencing your journey. From this conversation, we develop a clear picture of your values and vision, setting the stage for personalized planning tailored to help you achieve everything that is most important to you.
2. Investment Plan Meeting
Investment Plan and Investment Policy Statement
We present our diagnostic of your current situation and our recommendations to maximize the possibility of achieving these goals. This plan forms the foundation for all of our work together.
3. Mutual Commitment Meeting
We Make Switching Easy
We mutually decide that our firm can add substantial value, and we commit to working toward achieving everything that is important to you and your family.
Once you execute the documents to put your investment plan into motion, our team takes the lead to facilitate the entire transition seamlessly, ensuring the process is simple and hassle-free for you and your family.
4. Follow-Up Meeting
Your Wealth Management Plan
We conduct a thorough evaluation of your full spectrum of financial needs beyond investments and provide tailored recommendations for your path forward.
Our collaborative, multi-disciplinary team leverages their specialized expertise to identify and address any gaps in your current plan.
We bring together top subject matter experts and manage them seamlessly to ensure the effective execution of your plan.
5. Regular Progress Meeting
Quarterly Meeting
We meticulously oversee the execution of your wealth and investment management plan by breaking it down into actionable, prioritized tasks and continuously reporting on progress. Our team actively identifies potential issues and opportunities to mitigate taxes and enhance asset values.
We provide updates according to your preferences, with formal reporting on a quarterly basis. These updates provide clarity and reinforce the team’s collective and specialized goals. Leveraging our project management expertise ensures that you remain on track to achieve your objectives, reinforces your team’s commitment, sustains momentum, and fosters a strong sense of accountability and shared purpose.
Karla Rossetti Pippins
Founder & President
Karla Rossetti Pippins is the founder and president of Riverside Wealth Management, Inc., a boutique wealth advisory firm dedicated to serving family stewards, professional athletes and successful women. Ms. Pippins is also the founder and president of Palm Beach Private Family Office, an exclusive family office serving the ultra-high net worth families of Palm Beach.