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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.

The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
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A Meal for All Generations

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.
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Insurance Needs Assessment: Married With Children

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.
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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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