Welcome to our website!

Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities.  They also take unnecessary risks and fail to adequately protect their assets.

That's where Riverstone Wealth Partners can help.  Our goal is to take the mystery out of investing, managing risk, preparing for retirement and preserving your wealth.  By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship with our clients.

   Ken Koppitz, Nancy J. Hayes and Jodi L. Manthei

Riverstone Wealth Partners, LLC

 

     Nancy J. Hayes and Ken Koppitz                                                 Jodi L. Manthei

      47 E. Chicago Ave. Suite 314                                                         380 S. First Ave.

      Naperville, IL 60540                                                                       St. Charles, IL 60174

      630-420-9111                                                                                630-513-7122

 
Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Newsletters

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

More Newsletters →