About the company

Stone icon

Our Mission

At Riverstone Wealth Planners, our mission is to provide personalized, white-glove wealth management and financial planning services that help individuals, families, and executives in New Jersey confidently pursue their long-term financial goals.

Stone icon

A Personalized Approach to Wealth Management

Led by founder Bill Clinton, CFP®, CIMA®, CPWA®, Riverstone Wealth Planners delivers a highly personalized approach to wealth management and financial planning. We focus on long-term financial security and tailored investment strategies designed to reflect each client’s unique goals, circumstances, and stage of life.

 


 

Stone icon

Who We Serve

We provide wealth management and financial planning services for individuals nearing or in retirement, corporate executives with complex compensation structures, and independent women seeking thoughtful financial guidance. Based in Chester, New Jersey, we proudly serve clients throughout Morris County and across the New Jersey and New York metro area, while also working with clients nationwide through a fully virtual planning experience.

Stone icon

What You Can Expect

Through ongoing education and a commitment to industry excellence, Riverstone Wealth Planners provides thoughtful wealth management and financial planning guidance designed to support clients at every stage of their financial journey. We believe in building lasting relationships grounded in trust, expertise, and exceptional, personalized service.

 

 


 

Our Services

 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
 

Tax Planning

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to work toward minimizing the latter.

Our Team

We manage assets for individuals and families, providing investment management, and financial planning services.

Blogs

The Ongoing Tax Planning Nobody Told You About

William Clinton |
When most people think about tax planning, they think about April. The CPA calls. Documents get gathered. A return gets filed. The result is either a refund or a bill, neither of which felt entirely under your control. That's not tax planning. That's tax reporting. Real tax planning happens in the months before the return is filed. It happens when investment decisions get made, when income events are scheduled, when charitable gifts are timed, when...

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

William Clinton |
Categories
Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning. This blog post advocates for partnering with a financial professional to navigate these challenges, offering tailored guidance on Medicare, long-term care funding, and retirement law changes. By preparing strategically, retirees can confidently set sail into their golden years, free from the turbulence of unforeseen financial burdens.

The Investment Research Nobody Sees

William Clinton |
The Investment Research Nobody Sees When people think about working with a boutique wealth management firm, they sometimes assume they're trading something away. That the big firms have more resources, more research, more access to investment thinking. That a smaller practice means a narrower view of the world. The reality is almost exactly the opposite. What most people don't realize is that the investment research process happening behind the scenes at Riverstone is the same...