Our Services

B. Riley Wealth Management provides collaborative, comprehensive financial solutions to individuals, families and businesses. Through an expansive suite of wealth management solutions, backed by in-house expertise, we are able to serve all your financial needs.

The combination of customizable resources and personalized support allows me to help my clients plan for what matters most - whether that's college for your kids, a vacation home, a secure retirement, or a lasting legacy.

• Retirement income planning

• Investment planning & coordination

• Financial strategies

• Risk management & insurance

• Alternative investments

• Managed investment portfolios

• Corporate retirement plan advisory services

• Trust account coordination*

• Lending & liquidity resources*

*Offered through a trusted third-party provider.