North River Wealth Advisors

North River Wealth Advisors provides investment management and comprehensive financial planning to individuals (including high-net-worth clients), as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm delivers ongoing, tailored planning and account supervision and gives clients access to a client portal for plan delivery and monitoring.

The firm’s investment approach is grounded in Modern Portfolio Theory and blends passive and active managers with strategic and tactical asset-allocation decisions to match portfolios to clients’ risk tolerances and goals. Risk-management and tax-aware placement are incorporated into financial planning work across cash flow, retirement, estate, insurance, and college-planning analyses, with quarterly reporting and annual plan reviews.

Distinctive features include operating as a small supported adviser—managing roughly $65.8 million for about 106 clients with a two-advisor team that brings prior institutional experience—and maintaining credentialed staff, including a CFA charterholder and a CFP® professional. The firm publicly references third-party ratings, a practice uncommon among peers, and generally recommends Charles Schwab as the custodian for client accounts.