Your financial future is personal, but that doesn’t mean you need to go it alone. We help individuals and families assess their unique, personal situations, plan for the long term and invest to meet their goals. From financial planning to annuity assessment, we always put our clients’ needs first. Our steady counsel helps clients stay on track, even when markets are choppy or life is unpredictable.

Professional Portfolio Management Riveks Investments believes portfolio management is far more than just buying stocks and bonds and hoping they do well. We use a tested “top-down” investment approach combined with personalized planning to build a portfolio tailored to your long-term financial goals.  Riveks Investments’ Investing...

Financial Planning We can help you prepare for the future with a financial plan designed especially for you. A good financial plan is a blueprint that lets you save, spend, invest, manage risk and approach tax and estate planning with confidence. Assessing Your Financial Plan 1) Does your financial plan provide an ...

Annuity Assessment If you’re in or near retirement, it’s likely you’ve been approached about purchasing an annuity as an investment vehicle. They’re often discussed as a way to enjoy market-like returns without the same risk or to ensure a guaranteed income stream for life. But in the end, annuities are still insuranc...