Why Choose Us


WRV Wealth Management is a full–service firm. We are dedicated to helping our clients build wealth and protect their hard earned money. Our firm is completely independent, so our loyalty belongs exclusively to our clients—not a parent company.

As an Investment Advisor Representative we have a fiduciary responsibility to you. We strive to recommend only those products that fit your unique goals. Our proactive client communication (Quarterly reviews and updates) aim to provide the structure you need for successful investing. Proactively, we can assist you answering the questions you may have about your financial future such as:

  1. Will I be able to retire early?
  2. Where will money come from for retirement?
  3. How much money will I need in order to retire?
  4. Should I be using principle or dividend production in retirement?
  5. In retirement or when a qualifying event occurs, how can I be the most efficient with my 401(K)?
  6. Should I have a traditional IRA or a ROTH IRA?
  7. How can I ensure that my children receive as much as possible from my estate?
  8. What are long term capital gains? Are you familiar with short term capital gains?
  9. Are you familiar with qualified dividends and how they could lower taxable income?
  10. Who can I trust to talk about Wills, Trusts services, Health Care Directives, and probate?

We can offer brokerage services which are on a commission basis or WRV Wealth Management can work exclusively on fee based compensation. Our fiduciary responsibility remains with you in either case.


For more information about WRV Wealth Management, call us at (320) 762-8000.