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Who We Are
Our Driving Force and Purpose

Successfully navigating your financial journey requires a much deeper and personal conversation with not only your financial planner, but also with those actually managing your investments. In our opinion this is the only way to conduct comprehensive wealth management for the benefit of clients. We enjoy educating our family, friends and clients, so that they know what they own and why they own it as opposed to being in a benchmarked portfolio based solely on their risk tolerance. The portfolios we recommend and use here are not driven by a benchmark, nor are they dictated by efficiencies of scale at larger firms. 

Our Primary Purpose

We invite you to discover and experience the unique power of the Three Rivers Diversified Capital system which has taken the best practices of its founder's deep financial experience in Private Banking, Wealth Management and Retirement Plan design.

Three Rivers Diversified Capital was founded to help reverse the trend of Financial Advisors no longer taking responsibility for client investments, and in many cases, nor the planning piece. What advisors and firms have done is they have outsourced these pieces in the name of corporate profits and essential turned valued clients into numbers. You will never be a number here at Three Rivers Diversified Capital. 

If your Financial Advisor is not managing the Investments (which often times they were never trained to do), nor are they intimately involved in the financial planning, does it make sense to pay them as a middle man/woman? We fundamentally do not believe clients should be paying a management fee to look like the benchmark.

At Three Rivers Diversified Capital you will sit across from the Financial Advisor that is thoughtfully managing the investments, thinking about your financial plan, and constantly getting to know you better as a person.

We know that everyone encounters financial stresses in their lives and that no one financial journey is the same. We take the time to not only find out what your goals are, and importantly, what are some of your biggest fears financially; an area that is often not discussed in typical wealth management planning conversations as the goal is to sell the dream at all costs.

When thinking about your financial success, avoiding risk and identifying the most undesirable outcomes can lead to a more successful journey than simply focusing on where you want to be financially. We look forward to getting to know you soon!

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. We are here to help and explore your unique needs.

Client Centered

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