Our Services
B. Riley Wealth Management provides collaborative, comprehensive financial solutions to individuals, families and businesses. Through an expansive suite of wealth management solutions, backed by in-house expertise, I am able to address all your financial needs.
The combination of customizable resources and personalized support allows me to help my clients plan for what matters most -- whether that’s college for your kids, a vacation home, a secure retirement, or a lasting legacy.
Retirement income planning
Investment planning & coordination
Financial strategies
Risk management & insurance
Alternative investments
Managed investment portfolios
Corporate retirement plan advisory services
Trust account coordination*
Lending & liquidity resources*
*Offered through a trusted third party provider.