Two Rivers Wealth Advisors - Wealth Planning

We are dedicated to providing investment management and strategic wealth planning that is appropriate for you.

Our clients believe there is a better wealth management solution available than what the industry has commonly provided. They see their wealth as a vehicle to pursue what really matters to them: maintaining the freedom of choice, harnessing life’s bucket list, and leaving impactful legacies.

About

Cynthia Michael, CPWA

Owner/Managing Director

My team and I provide investment and wealth planning services to clients in a number of categories and stages of life, all over the country. This includes individuals, families, widows, business owners, and more. Transparency and collaboration are of the utmost importance to me, and I pride myself on being able to assist clients with nearly anything that can impact them financially.

CONTACT

We look forward to speaking with you.

Get in Touch

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Hours

A more personal approach to wealth planning

No two retirements, portfolios, or investment strategies are the same.

Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. From there, our team will create a plan that addresses what’s most important to you, while considering your entire financial picture.

And as your needs and goals change, we’ll work with you to adapt your plan so it seamlessly transitions along with you.

The Difference

Integrity: Being your trusted financial professional is a privilege, and we acknowledge this by aiming to be transparent, informative, and solution-focused in our advice.

Support: We’re here to be your advocate, celebrate your wins, and provide insight and education to help you in reaching your financial goals.

Experience: Our team’s range of skills, education, and knowledge gives us the ability to provide you with the information you need to make informed financial decisions.

Services

Wealth Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a wealth plan is considered vital in working towards your goals. We use a consultative approach to create a wealth plan that aims to meet your objectives.

Estate Planning Strategies

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune. Many of the institutions of art, sciences and education are supported in large part by those who want to give something back in appreciation for their contributions to the community or the individuals themselves.

We help build, manage, preserve and transition wealth for our clients.

Centered on You. Wealth Management with Integrity and Transparency.