Upper St. Clair, PA Office

Riverchase Wealth Management serves individual and high-net-worth clients, trusts, estates, small businesses, and retirement plan sponsors with financial planning, discretionary investment management, retirement plan consulting, and, notably, tax preparation and IRS representation services. The brochure states the firm implements written engagement agreements and requires clients to sign Investment Policy Statements that guide portfolio management.

The firm constructs client portfolios through documented investment policy statements, focusing on asset allocation, use of no-load/low-cost mutual funds and ETFs, and tax-conscious strategies such as asset location and tax-loss harvesting, while employing both strategic and tactical adjustments and ongoing monitoring. RWM provides client access to a secure web-based portal and delivers discretionary trading authority consistent with each client’s stated objectives and risk tolerance.

What is distinctive for a firm of this size is the integration of tax services with advisory work — the brochure specifically notes tax preparation and IRS representation are offered as separate engagements — and the firm’s role serving as a 3(21) or 3(38) fiduciary for employer plans when engaged. The firm also maintains a professional network that includes accountants (and discloses recommending accountants without receiving referral compensation), and it advertises third‑party ratings while directing clients to its CRD and the SEC’s adviserinfo site for additional information.