RivCo Wealth Management

Specialties

Does your Financial Plan need a checkup?

WE are here to help — Specializing in Retirement Planning, 401k’s, 403b’s, 457’s, Pension Plans, ESOP’s, Wealth Transfer & Annuity Reviews.

Comprehensive Financial Planning

Retirement Planning

Business Consulting /​Succession Planning

Group Retirement Planning

Estate Planning

College Planning

Investment Planning

Insurance Planning

Life /​Long Term Care /​Disability

Comprehensive asset management accounts

Mutual funds and ETF’s

Individual stocks and bonds

Domestic and foreign securities

Alternative investments REIT’s, Fund of Hedge Funds, MLP’s

Annuities Fixed, Indexed and Variable

Damon Harris, Christopher Tavares, and Ryan McGraw are registered representatives with, and securities and advisory services offered through, LPL Financial, a Registered Investment Advisor, member FINRA/​SIPC

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

History

Established in 2014.

RivCo Wealth Management was founded in 2014 by Financial Advisors, Christopher Tavares, Damon Harris, and Ryan McGraw. Chris, Damon, and Ryan believed that by opening up their own boutique financial services firm they would be able to provide each client with the highest level of products and services available. For over a decade we have been providing financial advice to our clients in Riverside County and beyond. Our dedication to the individual needs of each client is what separates us from other advisors. Our clients are not just a number to us… they are a part of the RivCo family and we treat them as such.

It is important to take charge of your own financial destiny and that is why we are here to help.

We look forward to being part of your financial future