Business Details
Your Trusted Partner for Wealth Management Solutions
Riverbank Wealth Management serves families seeking financial clarity and long-term wealth strategies that span generations. Our team acts as stewards of wealth, providing personalized guidance aligned with each family's unique goals, preferences, and risk tolerance. We specialize in integrating business assets into comprehensive wealth plans for entrepreneurs while addressing the complex needs of executives managing concentrated stock portfolios and deferred compensation.Our fiduciary approach prioritizes client care through a boutique model that maintains low client-to-advisor ratios, ensuring dedicated attention. Institutional-quality research and technology partners enhance our ability to deliver transparent performance reporting. Founded by professionals with decades of experience from leading financial institutions, we combine global perspectives with localized service in Monroe, Michigan.
Services
Family Wealth Planning
Business Owner Strategies
Executive Compensation Management
Investment Strategy Development
Risk Management Planning
Portfolio Management
Estate Planning Integration
Tax Efficiency Optimization
Retirement Planning
Multi-Generational Wealth Transfer
Highlights and features
- We operate as true fiduciaries with formal Accredited Investment Fiduciary designations
- Our boutique approach maintains low client-to-advisor ratios for personalized service
- We utilize institutional-quality investment research and reporting technology
- Our team holds advanced certifications including CFP, CLU, and FPQP designations
- We specialize in integrating business assets into comprehensive wealth strategies
Associations and certifications
- Accredited Investment Fiduciary (AIF)
- Certified Financial Planner Board of Standards, Inc. (CFP Board)
- Chartered Life Underwriter (CLU)
- Financial Paraplanner Qualified Professional SM
Services
Family Wealth Planning
We create customized multi-generational wealth plans that align with family values and financial goals. Our approach integrates estate planning, tax optimization, and asset allocation to preserve wealth across generations. With specialized tools for performance tracking and risk assessment, we ensure families maintain financial clarity through changing market conditions.
Business Owner Strategies
Our plans integrate business assets with personal wealth objectives while managing succession planning. We address liquidity needs, ownership transitions, and tax-efficient strategies for business owners. Through institutional research partnerships, we provide valuation insights and risk management frameworks tailored to private enterprises.
Executive Compensation Management
We specialize in managing concentrated stock positions and deferred compensation for executives. Our strategies optimize tax treatment while balancing portfolio diversification. With expertise in equity compensation structures, we help executives convert company-specific wealth into sustainable retirement assets while maintaining appropriate risk parameters.
Investment Strategy Development
We create customized investment approaches using institutional-grade research and technology. Our strategies focus on risk-adjusted returns through asset allocation and diversification techniques. We provide transparent reporting on portfolio performance and balance sheet metrics, maintaining fiduciary standards in all investment decisions.
Fiduciary Advisory
As Accredited Investment Fiduciaries, we prioritize client interests in all recommendations. Our fiduciary framework guides decision-making across wealth planning, investment selection, and risk management. We maintain rigorous compliance standards while delivering objective advice that aligns with clients' long-term financial objectives.
People
Dustin E. Leach
President, Wealth Advisor
Managing Director and founding member with Accredited Investment Fiduciary designation. Brings 20+ years of experience from Morgan Stanley and Fifth Third Securities to family wealth planning. Holds bachelor's degree from East Tennessee State University.
Melissa M. Clements
Director of Client Services
Certified Financial Planner with FINRA licenses and life insurance credentials. Manages client relationships with focus on financial efficiency. Holds finance degree from Bowling Green State University and maintains multiple industry certifications.
Anthony J. Burek
Director of Investment Strategy
23-year capital markets veteran with MBA from Bowling Green State University. Specializes in asset allocation and risk management. Previously held roles in portfolio management and option strategies at leading financial institutions.
Cassie Bezeau
Financial Advisor
15-year industry veteran with Series 7 and 66 licenses. Holds FPQP designation and masters in organizational leadership. Focuses on building personal relationships while delivering comprehensive financial solutions to clients.
Diane Gallagher
Client Service Associate
20+ years of executive support experience. Provides administrative support to wealth management team. Resides in Monroe with family and maintains long-standing local community connections through client service roles.
Questions
What types of clients does Riverbank Wealth Management serve?
We specialize in serving families seeking multi-generational wealth planning, business owners managing complex assets, and executives with concentrated stock positions. Our services address both personal and business financial needs.
What makes Riverbank's approach different from other wealth managers?
Our fiduciary commitment combines with a boutique model maintaining low client-to-advisor ratios. We integrate institutional-quality research tools with personalized service to deliver customized wealth strategies.
What credentials do your advisors hold?
Our team includes Accredited Investment Fiduciaries (AIF), Certified Financial Planners (CFP), Chartered Life Underwriters (CLU), and Financial Paraplanner Qualified Professionals (FPQP). Advisors maintain multiple FINRA licenses and industry certifications.
How do you handle investment strategy development?
We use institutional research partners to create customized portfolios with risk-appropriate asset allocation. Our strategies emphasize transparency through detailed performance reporting and balance sheet analysis tailored to client objectives.
How can I access my account information?
We provide a secure client portal for account access with user-friendly formatting. The portal integrates all services utilized through Riverbank Wealth Management for convenient financial management.
What areas do you serve?
While based in Monroe, Michigan, we serve clients throughout the region with customized wealth management solutions. Our technology infrastructure supports remote collaboration while maintaining local service focus.
