Welcome to River Rock Family Wealth Management

Our company believes that sound financial decisions should not be confusing. Our team works under the philosophy that every client’s situation and goals are unique, and therefore each client deserves a specialized approach to planning for their financial future.  

Today's investment climate offers unprecedented opportunities to help you achieve your financial goals. At River Rock Family Wealth Management, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

  1. A clear understanding of their financial goals
  2. A well-defined roadmap to help achieve those goals
  3. Advice to help adjust their roadmap when their needs change

River Rock Family Wealth Management is associated with Wells Fargo Advisors Financial Network, one of the most highly respected financial institutions in the world.

On our website, you will find valuable information for evaluating your current position and progress toward your financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You will also find calculators that will help you assess your current and future needs. Please remember to visit our website often, as our content is constantly changing-- designed to keep you up-to-date on financial issues, strategies, and trends.

We hope you will take advantage of this resource and visit us often. We are committed to our clients and we define our success by our clients' success. If you have any questions or would like to schedule a meeting to discuss your financial future, please email us at [email protected] or call (509) 464-6060.

River Rock Family Wealth Management of River City Capital.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, ID, MD, MI, MN, MT, NJ, NY, OR, RI, VA, VI, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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