One of the many ways we help our community is through getting involved with local organizations. Visit our Bridges page to see how you too can get involved.
LET THREE RIVERS WEALTH MANAGEMENT GROUP TEACH YOU MORE ABOUT HOW TO
MAXIMIZE YOUR BUSINESS FOR YOU, YOUR EMPLOYEES AND YOUR SHAREHOLDERS
Choose 3 Rivers Wealth Management
At 3 Rivers Wealth Management Group it is our goal to not only help our clients secure financial freedom but to have that freedom extend through multiple generations, leaving a legacy.
Wealth Management is more than just investment advice. Wealth Management encompasses all parts of your financial life. At 3 Rivers Wealth Management Group we believe in a comprehensive financial planning process which in addition to investment advice can include retirement planning, estate planning, insurance planning (life, disability & long term care) & education planning. Through our sister company 3 Rivers Tax & Business Services, we also offer tax planning and preparation services.
The 3 Rivers Wealth Management Group team specializes in working with successful business owners. What differentiates us from many of our competitors is our focus on working with you to help market and grow your business. Be sure to ask your advisor about free advertising space in our Marina and other ways 3 Rivers can help proactively grow your business.
We take great pride in being well versed on the seemingly ever changing Department of Labor rules and regulations regarding Retirement Plans. At 3 Rivers we take painstaking measures to proactively insure our business clients understand their responsibilities and obligations regarding their Retirement Plan and that you have the best product for the most competitive price.
In addition to Retirement Plans, 3 Rivers Wealth Management Group works with Business Owners to provide comprehensive benefit packages which can include:
· Medical Insurance Plans
· Dental & Vision Plans
· Group Disability , Life & Long Term Care Insurance Plans
3 Rivers Wealth Management Group is committed to the communities where we work and live. To demonstrate this commitment we give back 10% of our after tax net profits to local charities, not for profit organizations and worth causes within Southwest Pennsylvania and the local Pittsburgh community.
Given recent cutbacks to state and federal funding to not for profit organizations we also offer our “Bridges” program, which provides a platform for you to share your organization’s mission and needs through a professionally produced and recorded interview. Please see our “Bridges” page for more detailed information.
If you are a qualified financial advisor and desire to explore the advantages of being a truly independent advisor with the opportunity for real equity in your practice, please visit the “Life on the Rivers” page of our web site.