Wealth Management

Money Concepts - Our Focus is You

Money concepts

 

We are passionate about discovering what matters to you.  Your professionally tailored financial plan could help you earn more, achieve your goals, preserve your assets and enjoy life free from financial worries.  

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Excellent Service

As a Rivermark member, you're our highest priority. That's why we follow these service standards:

  1. All recommendations are based upon a plan designed to help you realize your financial objectives. 
  2. We offer prompt and accurate execution of all trades, orders and applications. 
  3. We promise prompt return of phone and written correspondence. 
  4. We offer a periodic review. 

You Have a Choice

We work independently with only quality investment managers. Our focus is on you—not on selling particular products. At Money Concepts, transparency is paramount. That’s why we give you a choice in how you partner with us:

  • Fee only – Pay only for services you use, from a complete financial plan to collaborative investment accounts.
  • Fee based – Your assets will be managed by one of over 200 professional investment firms for an annual fee, generally a percentage of the managed assets.
  • Traditional – Get professional help with services across the financial spectrum such as mutual funds, life insurance, long term care insurance, retirement annuities and more.

Schedule your no-cost “discovery” meeting  today! 

Call 503.526.5606 or

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*Products and services are not obligations of the Credit Union and are not guaranteed by Rivermark. Products may involve investment risk, and are not Federally insured. All securities are through Money Concepts Capital Corp. Member FINRA / SIPC, 11440 North Jog Road, Palm Beach Gardens, Florida 33418 Phone: 561.472.2000.

Meet Our Advisor

 Bill

Bill Terry
Email