Broker Check

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
Learn More

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
Learn More

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
Learn More

We are wealth advisors to a select group of individuals and families who wish to secure financial independence and grow their investment legacy. Our financial planning process, the Twin River "Bridge of Wealth", provides our clients with the path for success throughout the family investment lifecycle.

Pillars of the Bridge

LISTEN

LISTEN

Understand and determine goals and objectives

Learn More
BUILD

BUILD

Establish investments and planning strategies

Learn More
MANAGE

MANAGE

Direct investments and planning strategies

Learn More
PROTECT

PROTECT

Defend and preserve assets and estate

Learn More
ESTATE

ESTATE

Dpend, donate, or transfer wealth to next generation

Learn More

We're Here For You!

As personal financial professionals, we help you clarify & define your goals, recommend solutions designed to fit your needs, and deliver timely information.

The BRIDGE to Financial Independence

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.
Learn More
Risk Perspective

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Learn More
Estate Strategies of the Rich and Famous

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.
Learn More
Thayer R. Potter Jr., CFA® CFP®

Thayer R. Potter Jr., CFA® CFP®

Managing Director

tpotter@twinriverwealth.com

RaeJean Zoltowski

RaeJean Zoltowski

Client Services Associate

rzoltowski@twinriverwealth.com

Have a Question?

Thank you!
Oops!