New Braunfels, TX Office

Riverstone provides wealth management, financial planning, investment consulting and family office services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and business entities. Services range from discretionary portfolio management and financial planning to standalone consulting engagements, with a dedicated Family Office offering for clients with $20 million or more in investable assets that can include estate planning coordination, family governance, bill pay and access to private opportunities.

The firm acts as a fiduciary and combines fundamental and technical analysis in a primarily long‑term investment approach while retaining flexibility to trade more short‑term for rebalancing or tactical reasons. Portfolios are customized following in‑depth client discussions and may include individual securities, mutual funds, ETFs, private placements, securities‑backed lines of credit and the use of unaffiliated independent managers, with procedures to monitor and reconcile valuations for illiquid holdings.

Noteworthy distinctions include managing roughly $641 million for about 167 clients with a relatively small advisory team and offering an explicit Family Office tier uncommon for firms of this size. Riverstone maintains an institutional custody relationship (Fidelity) that provides platform services such as software access, a dedicated trading desk and block trading, and because of trustee relationships and access to client login credentials the firm is subject to annual surprise custody examinations and specific safeguards around fee billing and asset transfers.