"Money is to be respected. The worst thing that you can do is to manage another person's money without respect for how hard it was to earn."T. Boone Pickens, Jr.
Who We Are
Although we are independent, we are not alone. We have aligned with one of the most respected independent Registered Investment Advisor (RIA) firms, Cambridge Investment Research Advisors, Inc., and share their core values of integrity, commitment, flexibility, and kindness. We pride ourselves on incorporating these values into each and every one of our client relationships.
Our mission is to deliver family office level services to individuals and organizations. We understand that financial goals are interwoven with life goals, and we bring our considerable experience to the multi-faceted process of helping you achieve them. We place the greatest emphasis on the quality and sustainability of our client relationships, and living up to the spirit of the “Best Interest of the Client” rule.
The process of investment management is highly individualized and should not be thought of as pre-packaged. We believe that capital preservation is as important, if not more, than capital growth-particularly in a turbulent economy.
We customize a plan to more clearly define your goals and objectives, and to outline and implement the necessary steps to achieve them. Our approach involves regular follow-up to verify the level of progress toward each of your goals, and to make needed adjustments to the plan.
Most people work hard to build wealth. Few take the time to properly protect the assets they have, or will need in the future. Building a solid financial foundation means being prepared for the unexpected. The proper insurance coverage can make the difference between financial harm and stability.
Prioritize Your Savings
There is no time like the present to start, increase, or prioritize your savings for retirement. There are strategies for all income levels and budgets. Contact us today – we’ll make time for you!
Latest Blog Posts
The Powerful Dollar is Creating Opportunity
The Powerful Dollar is Creating Opportunity The world is now immersed in higher inflation, geopolitical turmoil, rising interest rates and extreme volatility. This is a lot for investors to manage and plan around. An interesting consideration from...
While You Are Waiting
While You Are Waiting The market is down, but let’s keep some perspective. The U.S. stock market has delivered gains in 64 out of the last 94 years, dating back to 1928. According to First Trust Advisors, during this time the average Bull Market...
Cambridge Investment Research advisor symposium
I have recently returned from an annual Cambridge Investment Research advisor symposium, at which I attended a variety of presentations related to current market conditions. One of the speakers was Dr. Claus te Wildt, a PhD in Finance currently...
Riverside Financial Group, LLC
Office: (203) 409-6253
Mobile: (203) 848-4307
15 Wilmot Lane
Riverside, CT 06878
Series 7, 63, 65
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge, Riverside Financial Group, LLC and Carlson & Carlson are not affiliated.
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