Our True Wealth Approach
When we talk about the ways that wealth and financial stability can define the individual, it has little to do with a balance sheet, and more to do with a balanced life. True Wealth is all that money can?t buy and death can?t take away. It takes far more than financial planning. It requires a comprehensive approach with as much imagination as innovation ? creativity paired with careful calculation.
As your trusted advisor, we are wholly dedicated to helping you reach a higher purpose for your wealth and design a lasting legacy for your family. We leverage deep industry knowledge, a vast network of specialized services, proven investment strategies and a passion for serving you.
|Firm Start Year:||2008|
|Name of Custodial Firm:||TD Ameritrade|
|States Licensed in:||TX|
|Number of Years with Current Firm:||12|
|I work with the following types of clients:||Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations|
|Advisory Services Provided:||Portfolio Management, Investment Advice & Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Retirement Planning, Financial Advice & Consulting, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts|
|Investment Types:||Mortgages & Real Estate, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via Email, Via Phone, At your home, At my office, Video Conference, At your office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Life, Variable Annuity, Variable Life|
|Advisor's Number of Clients:||125|
|Advisor's Number of Managed Clients:||125|
|Advisor's Number of Planning Clients:||125|
|Assets Managed by Advisor:||$120000000|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Compensation Methods:||Hourly, Based on Assets|
|Organization:||Platform Technology Group Toronto, Canada|
|Position :||Advisory Board Member|
|Duration :||05/14/2020-Currently holding|
Advisory Services offered through Riley Wealth Advisors, LLC. Member FINRA/SIPC.
Riley Private Client is a Fort Worth based wealth management firm founded by William E. Riley. We're dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor. We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
William Riley ChFC®, CLU®, WMS, MBA
|Dallas||Texas - Fort Worth|
|Texas - Southlake||Texas|