Life-Long Guidance from River Street Advisors
We’ll take a comprehensive approach to growing your assets, examining your current cash holdings, investments and debt before building a portfolio that aligns with your goals, time horizon and risk preferences. Our experienced investment professionals will monitor and manage your wealth-accumulation plan, and meet with you regularly to discuss your progress and ensure your plan consistently reflects your goals.
The professionals of River Street Advisors are dedicated to protecting the wealth you’ve worked so hard to accumulate. Backed by decades of experience, we can implement a variety of trust and insurance strategies to help you preserve your wealth for future generations. We’ll work with you, your attorney and your tax advisor to develop a wealth-preservation plan that meets your specific needs and objectives.
Providing financial security for your family or a favorite charity via the smooth transfer of your wealth typically requires a complex, carefully-crafted estate-planning strategy. Working with your attorney, River Street’s Wealth Management Advisors provide sophisticated fiduciary solutions integrated with expert investment management.
Implementing strategies designed to help you enjoy a comfortable, secure retirement is a key component of River Street Advisors’ overall wealth management program. We’ll make sure your plan includes all the tax-advantaged alternatives appropriate for your situation and the mix of investments designed to provide the level of income you desire in retirement.
Investing in mutual funds involve risk, including possible loss of principal. Value of fund shares, when redeemed may be worth more or less than their original cost. Diversification does not ensure against market risk. Additional risks are outlined in the prospectus.
You should carefully consider your investment objectives and your risk tolerance before investing. The performance of these investments will, in fact, fluctuate with market conditions.
The above information is provided to you for informational purposes only. This does not constitute a recommendation and should not be construed as investment advice for which you should speak with a qualified financial consultant.
Investment Services at Old Second Bank is a service of LPL Financial. Securities are offered through LPL Financial and its affiliates, Member FINRA/SIPC.
Insurance products are offered through LPL Financial, a licensed insurance agency. LPL Financial, located at 100 Manhattanville Road, Purchase, NY 10577, 800-873-4374, is not affiliated with Old Second Bank.
|Not FDIC Insured
||No Bank Guarantee
||May Lose Value
|Not a Deposit
||Not Insured By Any Government Agency