Our Services
B. Riley Wealth Management provides collaborative, comprehensive financial solutions to individuals, families and businesses. As a wholly-owned subsidiary of B. Riley Financial, Inc., a publicly-traded, multi-faceted financial services company, I have access to an expansive suite of wealth management solutions, backed by in-house expertise, to serve 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.
Contact me to explore any of these services and more.
- Customized Financial Plans
- Retirement income planning
- Long and short-term Investment 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.