Our Clients

River Glen is a boutique financial planning and investment advisory firm for accredited investors who are eligible to invest in private placement securities.  The SEC has the following requirements to qualify as an accredited investor:

• An investible net worth over $1 million excluding, or
• An individual income greater than $200,000 for at least 2 years, or
• A household income greater than $300,000.

To learn more, review the SEC’s legal definition

We specialize in serving corporate executives, business owners, and professionals as they progress from early to mid career and into retirement.

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We answer our client’s financial questions through ongoing analysis and consultation, in a team-based approach through all three of our service areas: financial and tax, investment, and risk planning. By coordinating with a variety of experts, such as estate attorneys and accountants, our clients gain a detailed understanding of their current situation and form strategic plans to realize their financial goals.