Individual Client Services
As your financial partner, your priorities are also our priorities
When you work with a B. Riley Wealth Management financial advisor, you actually partner with a team of financial professionals as passionate about your financial success as you are. Our advisors are supported by extensive resources and experienced in-house professionals who are knowledgeable in the complex issues of concern to affluent investors and families.
We help clients develop and implement a comprehensive wealth plan designed specifically with their unique needs and financial goals in mind. With Envision,a powerful, interactive process, we help you see where you are, where you want to go, and how to get there with confidence and purpose.
Unique and customized investment solutions are designed to address the many facets of your financial picture, including lending and protection. You and your B. Riley Wealth Management financial advisor can tap into our expansive array of investment products, tools, and technology to develop a sound strategy for selecting and managing your investments based on your values, needs and goals. With a securities-based line of credit you can stay invested for the long-term while meeting near-term liquidity needs by unlocking the value of investments in your B. Riley Wealth Management brokerage account.
In today's complex financial world, getting the right investment advice from qualified wealth management professionals can make all the difference. B. Riley Wealth Management provides our clients with access to several professionally managed investment programs and unique advisory services, including our WISDM model portfolios and B. Riley Fairfax investment strategies managed by Paul Dietrich.
The qualified tax professionals of B. Riley Wealth Tax Services division can work with you to prepare annual tax returns, and address more complex strategies to minimize tax liabilities for both individuals and businesses.
A successful investor is a well-informed investor, and we're committed to providing our clients the in-depth market research and analysis by some of the brightest minds in the industry. Our Chief Investment Strategist Paul Dietrich regularly offers insightful commentary for investors on the markets and economy.