Riverbend Wealth Management, LLC
RIVERBEND WEALTH MANAGEMENT, LLC is a Myrtle Beach, South Carolina-based SEC-registered investment adviser founded in 2020. The firm is independent, fee-only, and fiduciary, offering holistic financial planning and wealth management services. They focus on guiding retirees, widows, and business owners through life’s major transitions. The team consists of 6 employees, including experienced, credentialed professionals. The firm primarily serves clients across South Carolina, North Carolina, and Georgia.
Investment Strategy
Riverbend Wealth Management employs a client-centered, personalized approach, tailoring investment portfolios to each client's financial goals, values, and risk tolerance. They use the 'Riverbend Bridge Method™' to provide ongoing, adaptive financial planning. Investment management is fee-only and fiduciary, emphasizing long-term planning and minimizing conflicts of interest. The firm serves individuals experiencing significant life changes—such as retirement, widowhood, or business exits—using a mix of evidence-based strategies, diversified asset allocation, and careful risk management.
Top Holdings
Equity Positions (138)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 5.72% | $8.2M | 12,241 | $589.05 | $669.30 | +$373.3K |
D DGRW | WISDOMTREE TR | 4.78% | $6.9M | 77,025 | $81.01 | $88.96 | +$387.5K |
A AAPL | APPLE INC | 4.13% | $5.9M | 23,228 | $248.18 | $254.63 | +$1.2M |
Q QQQ | INVESCO QQQ TR | 3.56% | $5.1M | 8,491 | $513.36 | $600.37 | +$325.9K |
N NVDA | NVIDIA CORPORATION | 3.02% | $4.3M | 23,190 | $139.10 | $186.58 | +$777.0K |