Our Services
B. Riley Wealth Management provides collaborative, comprehensive financial solutions to individuals, families and businesses. As a wholly owned subsidiary of B. Riley Financial, Inc., a publicly traded, multi-faceted financial services company, we have access to an expansive suite of wealth management solutions, backed by in-house expertise, to serve all your financial needs.
The combination of customizable resources and personalized support allows me to help my clients plan for what matters most - whether that’s college for your kids, a vacation home, a secure retirement, or building a multi-generational legacy. My services include, but are not limited to the following:
- Retirement income planning
- Investment planning & coordination
- Financial strategies
- Risk management & insurance
- Alternative investments
- Managed investment portfolios
- Corporate retirement plan advisory services
- Trust account coordination*
- Lending & liquidity resources*
- Business Advisory Services*
- Trust & Will Services*
*Offered through a trusted third-party provider.