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Our Process

Our Process

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Customized Investment Strategies for high net worth individuals and families

Customized Investment Strategies for high net worth individuals and families

Regardless of what leg of your financial journey you are on, we want to know what fulfills you, your spouse, and your family with careful consideration for how those priorities may change in the future.

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A Client-Centered Approach<br/>

A Client-Centered Approach

At Three Rivers Diversified Capital, we firmly believe that people can live a more meaningful and fulfilling life if their finances are properly managed and importantly, well-understood so they can focus on what what matters most to them. 

  • Retirement

    Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and other investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources and when to start drawing from each resource

  • Estate Management

    Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. We work closely with your attorney to make sure your investments managed here match your personal estate plan.

  • Lifestyle

    Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual enjoy the journey.

Resources

We want out clients to be financially savvy; confident in their personal financial paths. The below right-sized educational materials are constantly adapted to our clients and curated internally. 

Assess Life Insurance Needs

Assess Life Insurance Needs

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The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

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How Compound Interest Works

How Compound Interest Works

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What's My Potential Estate Tax?

What's My Potential Estate Tax?

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What is the Value of Your Business?

What is the Value of Your Business?

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Acres of Diamonds

Acres of Diamonds

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What is most important to you?

Our professionals have over a decade of experience in the financial services industry. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

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Fill out the form and we’ll be in touch to talk about your financial needs.

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