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

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...

What Alternative Investments Actually Mean

William Clinton, CFP®, CIMA®, CPWA® | Riverstone Wealth Planners Chester, New Jersey | Serving Morris County and the NJ/NY Metro Area |
For most of the last forty years, there was a simple answer to how you were supposed to invest. Sixty percent in stocks for growth, forty percent in bonds for safety. When stocks had a rough year, bonds were supposed to hold the line, cushioning the fall while the stock side recovered. For a long stretch, that arrangement mostly worked, and an entire generation of investors learned to trust it. Then 2022 happened, and it...

What We Actually Do: The Whole Picture in One Place

William Clinton, CFP®, CIMA®, CPWA® | Riverstone Wealth Planners Chester, New Jersey | Serving Morris County and the NJ/NY Metro Area |
Categories
Investments
Retirement
Tax Planning
Risk Management
Estate Planning
I started this series because of a pattern I kept running into. People would sit across from me, often coming from a large national brokerage firm, and when I asked what their previous advisor actually did for them, they could not really answer. They knew their accounts were "managed." They had a vague sense that someone was watching their money. Beyond that, the work was a black box, and most of them assumed that black...