Your Trusted Guide Toward Financial Success
At Riverside Wealth Partners, we draw inspiration from the serene flow of rivers and the steady guidance of channel markers. Just as these markers help boats navigate through complex waterways, we are here to be your guiding light in the ever-changing landscape of financial markets. Our story is one of unwavering commitment to your financial success and security.
Join us on a journey where financial success is not just a destination but a well-charted course, guided by experts who are committed to your prosperity.
Our Services
When you partner with us, you gain access to a team of dedicated experts who are passionate about helping you achieve your financial goals. Our commitment to personalized service means that your unique needs and aspirations are at the forefront of every decision we make. We combine years of experience and a deep understanding of financial markets to provide you with well-informed guidance and strategies. Integrity, trust, and transparency are not just words to us; they are the principles that guide our actions, ensuring that your best interests are always paramount.
Whether you're planning for retirement, investing for the future, or seeking to protect your assets, Riverside Wealth Partners is your steadfast companion on the path to financial success. Your journey begins here, where expertise meets unwavering dedication.
Retirement Planning
Business Planning
Estate Planning
Investments
Portfolio Management
Risk Management
Why Choose Riverside Wealth Partners?
Expert Navigation
Our team of seasoned financial professionals possesses a wealth of knowledge and experience, steering you clear of financial pitfalls and guiding you toward opportunities.
Personalized Guidance
We're not a one-size-fits-all firm. Your financial plan is customized to your specific needs, ensuring that every step aligns with your goals and dreams.
Integrity and Trust
Trust is the foundation of our relationship. We operate with unwavering integrity and transparency, always acting in your best interests.
Holistic Solutions
We're more than just advisors; we're partners in your financial journey. Our comprehensive services cover all aspects of your financial life, from investments to retirement planning and beyond.
Responsive Support
Just like a river adapts to changing conditions, we adapt your financial plan to suit the ever-evolving landscape of your life.
Riverside Wealth Partners is your steadfast companion on the river of financial growth and security. Together, we'll navigate the currents, overcome obstacles, and chart a course toward your financial goals. Join us on this journey where your financial success flows naturally.
Meet The Team
Bill is the Founder of Riverside Wealth Partners and is one of a few select individuals to hold both the Certified Financial Planner™ certification and Chartered Financial Analyst (CFA) designation.
Bill has 24 years of hands-on experience in the wealth management industry. He started his career as a Research Analyst and Portfolio Manager with a major commercial bank where he managed over $1 billion in assets for trusts, individuals, and corporate clients. The last 14 years of his career were spent at a Registered Investment Advisor where he served clients in the Southeast. In addition to his client work, Bill served on the firm’s Leadership Committee and as its Chief Investment Officer.
When not working or involved with family activities, Bill dedicates significant time to the Rotary Club of Orange Park Sunrise, Estate Planning Council of Northeast Florida, Financial Planning Association of Northeast Florida and CFA Society of Jacksonville.
Bill is a 1999 graduate of Stetson University with a degree in Finance.
Michelle Laird is a Client Service Associate with Riverside Wealth Partners in Jacksonville, Florida. Michelle brings a wide breadth of work experience to the team. Previously Michelle has worked for Target Corporation and Fidelity National Financial where she served as a Human Resource Executive. Additionally, she spent several years at St. Johns Country Day School as a member of their College Counseling team.
Michelle holds a Bachelor of Business Administration (Marketing and Information Technology) and a Master of Business Administration from Stetson University. Michelle is a very active volunteer in both her kids school and in the community, dedicating most her time currently to two organizations very close to her heart, Boy Scouts of America and the Foundation Fighting Blindness. Michelle and her husband, Bill, live in Orange Park and enjoy spending as much time as they can with their two kids Courtney (a freshman at FSU) and Will (a high school student at Episcopal).
Brooke Stanford serves Riverside Wealth Partners as a Senior Financial Advisor helping to develop and implement sound financial plans for our clients nationally. Brooke has earned her Chartered Retirement Planning Counselor (CRPC®) along with several other series licenses and considers herself a life long learner who is committed to pursuing advanced education and designations. Brooke is a Florida State University alum with a Bachelor’s Degree in Business Management.
Prior to joining Riverside Wealth Partners, Brooke served as a Senior Financial Advisor at FORVIS and sat on their wealth advisor’s national Client Experience Committee. She developed a strong foundation in tax-efficient financial planning and enhanced her knowledge working with high level CPA professionals and alongside the former Chief Investment Officer of Dixon Hughes Goodman Wealth Advisors, Bill Laird CFA, CFP®.
In Brooke’s earlier career, she served as a Senior Investment Specialist on Merrill’s Guided Investing Team and Trade desk. She assisted clients with selecting investment strategies by analyzing their risk tolerance, time horizon and liquidity needs, as well as reviewing client portfolios. Brooke was recognized a #1 Top Performer in client satisfaction for their nation’s investment center for several quarters.
Will Brand, CRCP®
Ryan Geschke
Erin Corbett
Jenny Kurz
Lauren Lehman, CFA®, CFP®
Arianna Rodriguez, CIMA®
Give us a call or email us at any time. We are here to serve you.
Do you have questions for Riverside Wealth Partners and want to get in touch? Give us a call Monday – Friday, 8:30 a.m. – 4:30 p.m. ET, or email us at any time. We are here to serve you.