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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.

Dog Bites Neighbor. Now What?

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
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Healthcare Costs That Catch Retirees Off Guard

Healthcare Costs That Catch Retirees Off Guard

An article on three healthcare costs that often catch retirees off guard.
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It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
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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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