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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.

What Rate Would I Need to Earn on My Savings?

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.
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Silver Sneakers 101

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.
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The Pros and Cons of an NUA Strategy

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
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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

Team Lead | Virtual Service Associate Team

rzoltowski@twinriverwealth.com

Thayer R. Potter III

Thayer R. Potter III

Porfolio & Investment Research Assistant

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