About the company

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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.

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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.

 


 

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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.

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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

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

William Clinton |
Categories
Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key decisions and oversee vital needs for someone else. That doesn’t mean that POAs come with carte-blanche powers or that one power of attorney will mirror another. Explaining how POAs work, this guide shares more fundamentals, detailing some common types of powers of attorney and the responsibilities you may have as an agent of one of these devices.

Stock Options: Why Timing Matters More Than Most Think

William Clinton |
Stock options are one of the most valuable components of executive compensation, and also one of the most consistently mismanaged. Not because executives don't understand them in theory, but because the decisions around them tend to get deferred. That's the first mistake I see. An executive gets granted options, the vesting schedule feels distant, and other priorities take over. Years pass. The options sit unexercised because there's no deadline forcing a decision and no natural...

Deferred Compensation: The Question Almost Nobody Asks

William Clinton |
Deferred compensation is one of the most powerful tools available to executives, and one of the least understood. Used well, it's a meaningful lever for managing tax exposure and building retirement income. Used poorly, it creates problems that can take years to unwind. The biggest mistake I've seen in nearly two decades of working with executives isn't about how much to defer or when to take the distributions. It's something much more fundamental that most...