Finding financial peace-of-mind starts with understanding what drives you.

No matter where you are in life, we help you harness powerful behavioral insights to take charge of your wealth and pursue your goals for today, tomorrow and beyond.

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Forge your own path.

Whether you’re starting out, approaching retirement, planning your legacy or somewhere in between, we’re here to help you personalize your wealth journey.

Pinpoint

Pinpoint your current state of financial well-being.

Prioritize

Prioritize what matters to you today, and for future you.

Progress

Progress through life and adapt to your needs.

Prosper

Prosper and have confidence to live life on your terms.

Helping you, understand you.

Understanding what drives your decision-making is vital to achieving your goals. We’ll help you discover your underlying strengths and blind spots and be your guide to more informed financial decision-making.

WealthCheck

​A holistic, moment-in-time snapshot of financial health, allowing for the progressive measurement of financial well-being over time.

CommunicationDNA

​Understanding your preferred communication style in order to best communicate and serve your needs.

Goal Discovery

​A map and prioritization of 18 life goals from these areas: Financial, Career & Business, Relationships, Health, Recreation, Community.

FinancialDNA

​Identify both the natural and learned approach to decision making, uncovering how personality influences financial and investment decisions.

 

PropelPath

​Documenting and defining financial well-being in your terms, setting out priorities, actions and a framework for measuring your success.

Digital Portal

Access to a secure, private, confidential website acting as the hub for assessments,  personalized reports, videos, and other valuable resources.

Sitting on your side of the table.

We take a consultative approach to implementing your short-term goals and long-term vision.  We can work with your existing professionals or source the right mix of specialists for your investment management, wealth protection, tax  and estate planning needs.

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Investment Management

Manage your wealth for growth, sustainability, or preservation.

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Insurance

Shelter your wealth from the expected and unexpected in life.

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Tax & Estate Planning

Planning for both the financial and emotional transfer of your wealth.

Word is out.

People are sharing their experience with our unique approach.

“We just wrapped up our Financial DNA assessments and we can’t believe how on-point the reports are! Thanks for getting us to complete these. They’re providing us with some great insights. I don’t doubt they’ll be helpful for all parties.”

~ Ryan S.

From Planning to Prospering

Let us plot your path to prosperity through personalized planning, access to trusted resources and a tailored experience to engage you at every step along the way.

You have questions, we have answers.

Book your 15-minute introductory call today to learn more.

Black River Wealth Ltd.

Harness powerful personal insights to take charge of your wealth and financial well-being, to pursue your ambitions for today, tomorrow and beyond.

© 2019 Black River Wealth Ltd.