WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network®, the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, announces the addition of Riverstone Wealth Partners, LLC, of St. Charles and Naperville, Illinois, to its network of independent financial advisors. Formerly affiliated with INVEST Financial Corporation, partners Jodi Manthei, Ken Koppitz, and Nancy Hayes, along with wealth advisor Kimberly Mika, bring with them more than $263 million in assets under management.
Riverstone Wealth Partners is a comprehensive financial planning firm focused on offering wealth management strategies for multiple generations of busy families. With a combined total of more than 75 years’ experience, the team’s shared goal is to support clients as they navigate the current toward financial destinations. By helping clients acquire the information they need to pursue their financial objectives, Riverstone Wealth Partners strives to establish a long and trusted relationship with its clients. For more information about the firm, visit www.riverstonewp.com.
“During an extensive due diligence process, our impression that Commonwealth shared our values was reinforced with each communication,” Jodi Manthei said. “The firm’s goal is to deliver outstanding service to busy advisors, along with a holistic approach and passion to provide excellence in solutions. That’s exactly what we promise our clients, as well.”
Manthei noted that she has yet to come up with a question or challenge that Commonwealth couldn’t meet with its wide array of resources. “We are very excited to work with a firm where so many successful advisors affiliate,” she said.
“We couldn’t be more thrilled to welcome Riverstone Wealth Partners to the Commonwealth community,” said Andrew Daniels, managing principal, business development. “Their commitment to their clients’ financial well-being has long been established and is the cornerstone of the qualities we look for in an advisory practice. We look forward to providing them with the services they need to continue to excel, from investment guidance and research to practice management and responsive technology solutions.”
About Commonwealth Financial Network
Founded in 1979,
Commonwealth Financial Network, member FINRA/SIPC, is the nation’s
largest privately held Registered Investment Adviser–independent
broker/dealer, with headquarters in Waltham, Massachusetts, and San
Diego, California. The firm supports 1,778 independent financial
advisors nationwide. For more information, please visit www.commonwealth.com.
Join Our Community:
https://twitter.com/CommonwealthBD
https://www.facebook.com/CommonwealthFinancialNetwork
http://www.linkedin.com/company/commonwealth-financial-network
http://blog.commonwealth.com/