ACCOUNT BENEFITS
Making sense of your finances and devising a viable wealth management or financial plan now requires more time and effort in today’s changing environment. You are likely to have many different – perhaps conflicting – financial goals. Deciding how to meet those goals requires careful planning, involving several important steps: evaluating where you are today; deciding where you want to be at some future date; devising a plan to achieve that goal and putting the plan into effect; and reviewing the plan regularly to see that it continues to meet your investment objectives, time horizon, and risk tolerance.
Wealth planning is essential to long-term financial success and helps to ensure a secure future. We provide a variety of products and services: individual retirement plans, insurance services, estate planning, saving for your children’s education, planning for special needs and unforeseen circumstances, and even customized plans and services to help assess your financial needs. Whatever your situation, our financial planning services can help.
In implementing our wealth management program, we primarily use a mix of stocks, bonds, mutual funds, options, ETFs, REITs and Alternative Investments to help diversify your portfolio. The Asset allocation process consists of either selecting individual stocks and fixed income instruments or selecting Money Managers to manage each asset class. We are strictly independent in our evaluation of the proper securities for your account, with no bias toward proprietary products. Your portfolio will be entirely customized to meet your specific needs, goals, and objectives.
B. Riley Wealth representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.
Securities and variable insurance products offered through B. Riley Wealth Management, Inc., member FINRA/SIPC. Fee-based advisory services offered through B. Riley Wealth Advisors, Inc., an SEC-registered investment adviser. Fixed insurance products offered through B. Riley Wealth Insurance.
Investments may lose value. Not FDIC insured.