About the company
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.
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.
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.
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 Team
We manage assets for individuals and families, providing investment management, and financial planning services.
Blogs
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better. In fact, most folks admit their finances have not gotten better over the past year. And at least half of them say the real problem is that their money mistakes have turned into bad financial habits.
Earlier in this series, I said that starting early means assembling the right people around you before you need them in a hurry. This is the post where I unpack what that team actually is, and why you should not be the one holding it all together. Selling a business is the largest and most complex financial transaction most owners ever go through. And too often, the owner ends up acting as the general contractor...
Of every dollar that stands between the price of your business and what you actually keep, taxes are the largest. I made that point earlier in this series, and it is worth its own post, because taxes are also the one area where the gap between planning early and planning late gets measured in real money. Here is the frustrating part. The tax conversation is the single highest-value piece of preparing to sell, and it...
