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.