Our Origin
The Canyon River Wealth Planning journey began with a shared passion for making a meaningful impact in the lives of our clients. We are a team of dedicated professionals who believe in the power of personal connection and incorporating client values in their financial planning.
Our Mission
We take pride in our technical experience and strategies, yet always emphasize the human connection we have with our clients and their families. We are great listeners and take a compassionate approach to understanding what matters most to you. This understanding allows us to create personalized strategies that help you transition through various life stages with confidence.
Our Philosophy
Just as a skilled navigator charts a course across a diverse landscape, we help guide you in assembling a financial plan that weaves together your goals and reflects your values, helping to ensure a financially sound and successful journey.
The Heart of Our Practice
At Canyon River Wealth Planning, we foster a culture of trust, family, and compassion. Focused on building caring relationships with each client, we are committed to ensuring you feel like an extension of our own family.
Our Team
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Tina DeWitt, CFP®, ChFC®
Co – Founder – Wealth Advisor
Read Bio: Tina DeWitt, CFP®, ChFC®
Canyon River Wealth Planning &Partners -
Marla Sherrod, CFP®, ChFC®, AAMS™
Co – Founder – Wealth Advisor
Read Bio: Marla Sherrod, CFP®, ChFC®, AAMS™
Canyon River Wealth Planning &Partners
Our Goal
Our goal is to be there for you through every twist and turn of life’s journey. We aim to provide you with financial confidence and clarity, allowing you to focus on what’s truly important – living a life filled with joy, purpose, and meaningful connection.
Embark On Your Journey To Financial Independence.
