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Retirement Accounts When You Change Your Job

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

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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.

Understanding Qualified Charitable Distributions

Understanding Qualified Charitable Distributions

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
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A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
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Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.
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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

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