RiverStone Wealth Management Employee Directory

Financial ServicesUnited States51-200 Employees

RiverStone Wealth Management, Inc. operates as a financial advisory firm in the United States, providing services that cover both personal and corporate financial planning. Its offerings include tax and estate planning, mergers and acquisitions advisory, valuation, due diligence, bridge financing, and private placement services. The firm supports decision-making and strategy for individuals as well as businesses navigating financial transactions. Operating as a mid-sized firm, it is part of the broader financial services landscape.

Headquartered in Austin, Texas, with offices in Houston, Dallas, and San Antonio, RiverStone operates as a subsidiary of RiverStone Financial Group, Inc. In January 2023, Carnegie Investment Counsel announced it would acquire RiverStone Wealth Management, marking a notable development for the firm.

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