Welcome to River Glen Wealth Counselors
Since 2008, our passion has been providing holistic financial planning that focuses solely on the well-being of our clients.
You spend considerable time working to ensure your company’s success.
Have you given your personal situation the attention it deserves?
We Specialize in Planning for Corporate Executives
WE WERE THERE.
With 23 years of experience in senior management at publicly traded companies, we lived it. We asked the same questions you are asking now:
When is the best time to exercise my stock options?
Should I participate in my deferred compensation plan?
Am I overly concentrated in my company’s stock?