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

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

William Clinton |
Categories
Investments
Finance
Lifestyle
In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available. 1 That sounds simple. Yet it doesn’t happen as much as it should in the real world. 1, 2 That’s because many of us aren’t relying on logic and the facts to make financial decisions—and we probably don’t even realize it. 2...

Retirement nearing? Do these 5 things first.

William Clinton |
Categories
Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.

Alternatives, Explained: Beyond Stocks and Bonds

William Clinton, CFP®, CIMA®, CPWA® | Riverstone Wealth Planners Chester, New Jersey | Serving Morris County and the NJ/NY Metro Area |
If you have any real money to speak of, you have almost certainly heard the word "alternatives" by now. Maybe an advisor mentioned it. Maybe it came up at a dinner with someone who seemed to know what they were talking about. Maybe you saw a headline about private credit or private equity and wondered whether you were missing something everyone else was in on. And maybe, like most people I meet, you walked away...