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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

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BUILD

BUILD

Establish investments and planning strategies

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MANAGE

MANAGE

Direct investments and planning strategies

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PROTECT

PROTECT

Defend and preserve assets and estate

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ESTATE

ESTATE

Dpend, donate, or transfer wealth to next generation

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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.

Exploring Retirement Plans for Small Businesses

Exploring Retirement Plans for Small Businesses

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
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Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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RaeJean Zoltowski

Team Lead | Virtual Service Associate Team

rzoltowski@twinriverwealth.com

Thayer R. Potter III

Porfolio & Investment Research Assistant

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