Riverchase Wealth Management LLC

Riverchase Wealth Management LLC Let us be your objective, independent advisor on your financial journey. Call today to schedule a complementary consultation.

Riverchase Wealth Management, LLC is a Fee-Only financial planning and investment management firm. Our mission is to help individuals and families improve their long term success by providing independent, objective financial advice. The customized advice our financial planners provide is designed to manage, protect, grow and conserve your wealth by delivering an unprecedented level of personalized service and expertise.

Since October is Long-Term Care Planning Month, we want to share information about the impact of long-term care planning...
10/08/2026

Since October is Long-Term Care Planning Month, we want to share information about the impact of long-term care planning on retirement and financial security. Swipe through for a few of the most common questions we hear about long-term care planning.

If you'd like to discuss your long-term care planning options, please feel free to contact us. We are always happy to help.

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 20...
10/06/2026

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 2027–2028 academic year, it is a good idea to get started on the process early. So, with that in mind, our team wanted to share a few early steps that can help streamline the process:

🔹Create or verify your StudentAid.gov account.
🔹Gather essential financial documentation, including 2025 tax returns, W-2s, and income records.
🔹Determine which parent(s) or contributor(s) will be required to provide information, if necessary.
🔹Review college, state, and scholarship deadlines, as many institutions award aid on a first-come, first-served basis.

While the federal FAFSA deadline is June 30, 2028, many colleges and states set earlier priority deadlines for aid consideration, so submitting your application early can improve access to institutional, state, and need-based aid.

If you have questions about college funding strategies or how education expenses align with your overall financial plan, please contact our office. We are here to assist you.

We’re honored to share that Rett Dean and Sean Kelleher have once again been named D Magazine Best Financial Planners fo...
10/02/2026

We’re honored to share that Rett Dean and Sean Kelleher have once again been named D Magazine Best Financial Planners for 2026. This year, however, comes with an exciting milestone: both Rett and Sean have also been inducted into the D Hall of Fame!

The D Hall of Fame recognizes an elite group of professionals who have been named a D Best for at least 15 years. Reaching that milestone represents a decade and a half of recognition among their peers and a longstanding commitment to the profession.

While the awards are certainly worth celebrating, we’re even more proud of what those 15 years represent through the relationships built, families served, countless financial decisions navigated, and a commitment to being there for our clients through every season of life.

Thank you to the clients who have placed their trust in Riverchase throughout the years. This recognition would not be possible without you.

September is National Preparedness Month. While many of us may think of emergency kits and storm plans, it’s just as imp...
09/17/2026

September is National Preparedness Month. While many of us may think of emergency kits and storm plans, it’s just as important to prepare financially for life’s unexpected moments.

When it comes to retirement planning, being prepared means building a strategy that can help weather challenges. Swipe to learn more.

If you would like to review your current retirement plan or discuss strategies for preparing for the unexpected, contact me today.

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, impr...
09/15/2026

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, improve long-term positioning, and strengthen your overall financial plan. Swipe through for several concepts worth keeping in mind.

If you’d like to discuss any of these strategies or review your financial plan, feel free to reach out anytime. We’re always happy to talk through questions or concerns.

Twenty-five years ago, the world changed, and the courage, resilience, and unity that followed reminded us of what we ar...
09/11/2026

Twenty-five years ago, the world changed, and the courage, resilience, and unity that followed reminded us of what we are capable of in our darkest moments.

On Patriot Day, we pause to honor the lives lost on September 11, 2001, and to pay tribute to the first responders, volunteers, and everyday individuals who showed extraordinary strength when it mattered most.

We remember. We honor. We will never forget.

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, r...
09/07/2026

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, restful break.

Please note that our office will be closed on Monday, September 7th, in observance of the holiday, and will reopen on Tuesday, September 8th.

09/04/2026

As we settle into September and the rhythms of a new season, it is a natural time to step back and ask a bigger question: What are we actually building toward?

For many business owners, the first answer that comes to mind is success. But Albert Einstein's perspective challenges us to go a little deeper. Success, he suggests, is not the goal itself. It tends to follow when we focus on something more meaningful: the value we create for others.

As you move through this month, we would love to hear from you: In your business or your work, what is one way you are focused on creating real value for the people you serve? Share it in the comments. We would love to hear your perspective!

One of the biggest advantages of working with a financial advisor is having a plan in place before year-end deadlines ar...
09/02/2026

One of the biggest advantages of working with a financial advisor is having a plan in place before year-end deadlines arrive.

By working closely with clients throughout the year, we help monitor progress, adjust strategies when needed, and stay proactive so there are fewer last-minute decisions to make when year-end approaches.

Instead of scrambling to review investments, retirement contributions, tax strategies, or income planning all at once, our clients benefit from ongoing conversations and thoughtful planning year-round.

If you are looking for a more proactive approach to financial planning, contact us today to learn how we can help.

Many people hear terms like CPI, PPI, and PCE in financial news and may wonder what they actually mean and why they matt...
08/27/2026

Many people hear terms like CPI, PPI, and PCE in financial news and may wonder what they actually mean and why they matter in the financial world. Each of these three indicators offers a different perspective on pricing trends and the broader economy. Swipe through to learn more.

If you have questions about how inflation or market conditions may impact your financial strategy, our team is here to help. Contact us anytime to start the conversation.

Address

3419 Cross Timbers Road, Ste 105
Flower Mound, TX
75028

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19724719013

Website

Alerts

Be the first to know and let us send you an email when Riverchase Wealth Management LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category