Why Choose To Work With Us

We realize that when it comes to wealth management, affluent individuals and families have literally thousands of options to choose from. 

So why choose Riviera Wealth Management?

We’ve taken a good look at our business model, and although we may be a bit biased, we truly believe you will be making the right decision to choose us as your wealth management firm! Here are some reasons:

We can implement strategies designed to help manage downside risk in your portfolio.

Many of our clients are nearing retirement or are currently retired and are seeking growth of their investments, but would like an investment strategy that seeks to hedge the portfolio during market declines. It’s a common dilemma that many investors face. Because of this, our portfolio manager offers clients a proprietary strategy for accounts they manage on a discretionary basis. This is our  Tactical Asset Allocation Portfolio Strategy ~ commonly known as TAAP Strategy. Which is offered as part of Wells Fargo Advisors' Private Investment Management (PIM) investment advisory program. Learn More

The goal of the TAAP Strategy is to increase equity exposure when the market is advancing, while reducing exposure and moving a portion of the portfolio to cash or cash alternatives during market declines!

We have a Wealth Management Program.

Many financial firms simply manage your portfolio without assessing your other needs. We go much further to assist you with your sometimes complex financial needs and concerns. Our Wealth Management Program considers issues such as investment consulting, tax efficient strategies, estate investment planning, asset protection, and charitable giving strategies. Learn More

We have extensive experience.

No matter how much you may “like” your financial advisor, they must have extensive “real world” hands on financial experience. At Riviera Wealth Management, we are very proud of the strength, depth and talent of our team members! The co-founders of RWM – Thomas A. Gray, MBA and Christina Jesperson, MA and their management team have over 80 years combined experience in Wealth Management and Investment Consulting. Learn More

 

Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Past performance is not indicative of future results, and there is no assurance that any investment strategy will be successful.

As each Private Investment Management (PIM®) program account is individually managed, construction and ongoing management of portfolios may vary from those discussed in this Philosophy Statement.

The PIM program is not designed for excessively traded or inactive accounts and are not suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals