Integrity at the heart of Wealth Planning
Crafting wealth strategies that help lead to living life by design.
Who We Are
At Canyon River Wealth Planning, our Co-Founders each have decades of experience. We work with you to simplify life’s financial complexity and create a plan that lets you live a life by design. Together we will craft strategies that align your money with your values and goals.
Retirement Income Planning:
We specialize in creating custom income strategies to help provide you the confidence your wealth will last through retirement.
Investment Management:
We help balance risk and return, utilizing tax-efficient investment strategies tailored to your long-term goals.
Life Transition Planning:
We help guide you through life’s significant changes, from career and family changes to unexpected events, working to ensure your plan evolves with you and your goals.
Tax and Estate Planning:
Working with your personal accountant and attorney, we incorporate tax efficiency and estate strategies to help preserve your legacy.
Our Services
Our personal and comprehensive wealth management services are designed to help ensure confidence in your financial future.
Who We Serve
We work with high-achieving individuals and families to help accomplish your unique dreams and goals.
Pre-Retirees and Retirees
Helping those approaching or living in retirement navigate the intricacies of income planning and lifestyle transitions to answer the question, “Can I retire and keep the lifestyle I want?”
Business Owners
Supporting entrepreneurs to translate their business success into personal financial goals and a customized exit strategy.
Executives and Professionals
Guiding successful individuals in navigating equity compensation and crafting personal planning strategies.
Generational Wealth Planning
Guiding families through important life milestones and transitions to help create a legacy for future generations.
What Sets Us Apart
Our approach is grounded in the values of family, compassion, and integrity. We draw on our decades of experience to understand your unique circumstances. Together we will provide you options and help you make decisions right for you.
Personalized Approach
We’re focused on you – your family, your dreams, and your challenges. Our personalized guidance will help you tackle life’s financial complexities.
Comprehensive Outlook
Our planning goes beyond numbers; we get to know you and factor in your entire life’s picture. We want you to have a plan for retirement, but the bigger goal is helping to provide you the confidence to live the life you’ve designed.
Direct Communication
We believe in transparent, straightforward advice. We strive to provide you with easy-to-understand strategies and realistic expectations on the path to financial independence.
Insights
Strengthen your financial journey with valuable resources.
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Gardening in Retirement: A Hobby Worth Digging Into
Read More >: Gardening in Retirement: A Hobby Worth Digging IntoRetirement opens up the time to try new things. The question is what to do with that time. Gardening in retirement has become one of…
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Your Portfolio Was Built for This
Read More >: Your Portfolio Was Built for ThisWhen markets swing sharply, the instinct to do something feels almost overwhelming. People check their balances more often. They sometimes move money to cash. These…
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Filing your taxes isn’t the finish line — it’s the start of strategic planning, says &Partners
Read More >: Filing your taxes isn’t the finish line — it’s the start of strategic planning, says &Partners&Partners reminds advisors and their clients that tax season doesn’t end with filing, it marks the start of strategic, long-term planning. AdvStream_PR_TaxFiling_04212026Download
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The advisor advantage in an AI-driven world
Read More >: The advisor advantage in an AI-driven worldHuman advisors deliver the trust, empathy, and strategic thinking clients want — and technology can help make them better at it. JAlexander_Adv.Advantage_04202026Download
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&Partners flags college pipeline gap in push for more women advisors
Read More >: &Partners flags college pipeline gap in push for more women advisorsKristi Mitchem shares with InvestmentNews what it will take to bring more women into wealth management. AdvStream_InvestmentNews_03232026Download
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The QBI deduction isn’t a tax strategy — it’s an advisory strategy
Read More >: The QBI deduction isn’t a tax strategy — it’s an advisory strategyMost business owners treat the QBI deduction as a tax line item. In reality, it’s an advisory strategy that rewards coordination, timing, and multiyear planning…
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Prism: 2026 Q2 Brief
Read More >: Prism: 2026 Q2 BriefOur Investment Team offers thoughts on managing taxes with asset location, the implications of the Iran war, and more.
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Filing a Tax Extension: Strategy or Setback?
Read More >: Filing a Tax Extension: Strategy or Setback?There is a moment every April when the calendar starts to feel less like a reminder and more like a verdict. Tax Day is approaching,…
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Dogs: A Retiree’s Best Friend
Read More >: Dogs: A Retiree’s Best FriendTransitioning from a lifelong career into retirement is exciting. It can also be disorienting. The structure, schedule, and sense of purpose that once shaped your…
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