RIVERBANK WEALTH MANAGEMENT

Our Experience   Your Success

RIVERBANK WEALTH MANAGEMENT

Our Experience

Your Success

Our Clients

WE SERVE FAMILIES WHO DESIRE FINANCIAL CLARITY AND A COHESIVE STRATEGY THAT WILL LAST, POTENTIALLY FOR GENERATIONS. AS STEWARDS OF GREAT WEALTH, THE PEOPLE OF RIVERBANK WEALTH MANAGEMENT ARE AN EXTENSION OF THE FAMILIES WE SERVE.

Family Wealth


We help families determine and manage the distinct goal sets, preferences and risk tolerance for current and future generations.

Business Owners


We develop and implement wealth management plans that account for all of the family’s assets – especially the business.

Top Executives


We possess expertise in managing concentrated stock portfolios, stock options and deferred compensation plans.

Family Wealth


We help families determine and manage the distinct goal sets, preferences and risk tolerance for current and future generations.

Business Owners


We develop and implement wealth management plans that account for all of the family’s assets – especially the business.

Top Executives


We possess expertise in managing concentrated stock portfolios, stock options and deferred compensation plans.

Our Approach

RIVERBANK WEALTH MANAGEMENT'S SERVICES ARE CUSTOMIZED FOR EACH FAMILY WE SERVE, BUT WITH AN EMPHASIS ON EXECUTING IN A MANNER WHICH ADHERES TO OUR CORE VALUES.

Fiduciary perspective


Riverbank will display a culture of care, acting as a true fiduciary in the most noble understanding of the word.

Boutique approach


Our commitment to maintaining a low client-to-advisor ratio means we strive to provide our clients with the attention they deserve.

Exclusive resources


Our institutional-quality investment research and technology partners deliver investment industry insights, customized performance and balance sheet reporting, which provide our clients with the clarity they seek.

Fiduciary perspective


Riverbank will display a culture of care, acting as a true fiduciary in the most noble understanding of the word.

Boutique approach


Our commitment to maintaining a low client-to-advisor ratio means we strive to provide our clients with the attention they deserve.

Exclusive resources


Our institutional-quality investment research and technology partners deliver investment industry insights, customized performance and balance sheet reporting, which provide our clients with the clarity they seek.

Our Team

Dustin E. Leach Team Photo
Melissa M. Clements Team Photo
Pansy L. Heath Team Photo
Anthony J. Burek Team Photo
Phil B. Sheffield II
 Team Photo
Diane Gallagher Team Photo
Dustin E. Leach Team Photo
Melissa M. Clements Team Photo
Pansy L. Heath Team Photo
Anthony J. Burek Team Photo
Phil B. Sheffield II
 Team Photo
Diane Gallagher Team Photo
Dustin E. Leach Team Photo
Melissa M. Clements Team Photo
Pansy L. Heath Team Photo
Anthony J. Burek Team Photo
Phil B. Sheffield II
 Team Photo
Diane Gallagher Team Photo

Client Connect

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Connect

Address


72 W. Front St.
Monroe, MI 48161

Phone


(734) 457-9123

Address

Address


72 W. Front St.
Monroe, MI 48161

Phone


(734) 457-9123