NetworkยทFamily Office
๐ FLOWER MOUND, TX
SEC CRD #801-128962
Wealth Management Flower Mound TX | Riverchase Wealth Login Schedule a Consultation Login Schedule a Consultation Welcome to Riverchase Wealth Management Wealth Management from Flower Mound and Beyond Fee-only fiduciary advisors serving $1,000,000+ investors across Flower Mound, Frisco, Argyle, Grapevine, the greater Dallas area and nationwide with every recommendation built around your interests. Schedule a Consultation Fee-Only. No Commissions. No Referral Fees. Fiduciary Legally Obligated to Act in Your Interest Every Advisor Holds CFP + Enrolled Agent Credentials FPA Member 60+ Years Combined Experience $1,000,000 Minimum One Team That Manages Your Wealth, Your Taxes, and Your Future Together Most investors with significant assets work with a financial advisor, a CPA, and an estate attorney who rarely coordinate. At Riverchase Wealth Management, every advisor holds both the CFP designation and Enrolled Agent credentials which means investment strategy, tax planning, and estate coordination all move together under one team. Our integrated wealth management services span financial planning, investment management, tax planning and preparation, estate and legacy coordination, and insurance and risk management. Based in Flower Mound, TX , we serve clients across Dallas , Frisco , Argyle , Grapevine , and the Pittsburgh South Hills region , as well as investors nationwide through virtual advisory relationships. SEE WHAT WE DO What Makes Riverchase Different from Other DFW Wealt
SEAN PAUL KELLEHER
MANAGER/CCO
๐ (972) 471-9013
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AUM
$252M
Location
FLOWER MOUND, TX
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