Riverbend Wealth Management, LLC

Riverbend Wealth Management advises individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, and business entities, offering financial planning, portfolio management, and retirement plan referral services. As of January 2026 the firm reported roughly $280.98 million in discretionary assets across about 181 client relationships and generally applies a $500,000 account minimum (waivable at the firm’s discretion).

The firm typically provides discretionary portfolio management and operates the Riverbend Wrap Fee Program, which bundles portfolio management, trade execution and custody with Fidelity Institutional Wealth Services and may deploy internally developed or externally sourced asset allocation models (including managers from Fidelity’s FMAX and SAN). Riverbend also offers financial planning either directly or via outside advisers, aggregates held‑away retirement assets through Pontera, and implements strategies such as direct indexing and securities‑backed lines of credit when appropriate.

Distinctive features include acting as sponsor and portfolio manager of a wrap fee program—a relatively uncommon arrangement for firms of this team size—and a disclosed use of client testimonials in its advertising. Riverbend is a relatively new, compact advisory team managing a sizable asset base and discloses targeted service arrangements for larger clients, such as a partnership to reimburse CPA tax preparation fees and subscription access to Encor Estate Plans for certain new clients.