North River Wealth: Our Values
We use the word “we” a lot in our business (see! twice in one sentence). We are a team, a family and aim to treat our clients like they are part of our family.
Our firm is driven by a set of core values that guide our interactions, decisions, and strategy. These values—integrity, simplicity, and gratitude— are the foundation of our commitment to providing exceptional financial guidance and building lasting relationships and friendships with our clients.
Integrity: “We will always act in the best interest of our clients. We will be honest, transparent, and accountable in our interactions and decision making.”
When you have young children, you teach them to treat others like they want to be treated (and “The Golden Rule” is also a great rule for all of us to follow!). This is one of the non-negotiable principles in how we serve our clients.
We believe in fostering a relationship built on trust, and our commitment to integrity ensures that you receive advice that is not only tailored to your needs but is also rooted in ethical and responsible financial practices.
Integrity is our promise and commitment to prioritize honesty, transparency, and accountability in every interaction.
Simplicity: “We strive to make difficult topics and decisions easy for you to understand. If we can't explain it to you, then you shouldn't do it.”
Financial firms love to use acronyms and try to sound smarter than they are. This is part of the reason why most people roll their eyes when they hear the term “financial advisor” (don’t worry, we feel the same way!).
We understand the importance of simplifying these complexities for our clients. Our dedication to simplicity is grounded in the belief that overcomplicating things doesn’t help anyone.
When you break down topics in ways that are easier to understand, it helps foster collaboration and empowers clients to make informed decisions.
Gratitude: “We are profoundly thankful to have the opportunity to work with and build deep relationships with our clients.”
The definition of gratitude is “being thankful or showing appreciation and returning kindness.” What a great way to live.
Our business literally would not exist without our clients and partners. We want to be the first call for our clients, regardless if it relates to your investment portfolio and financial planning.
We listen and take time to understand your wants and needs, hopes and dreams and we will do what we can to help bring them to life. It is through this genuine appreciation that we can make an impact together.
Our commitment to integrity, simplicity, and gratitude shapes everything we do. As we navigate the financial landscape together, we look forward to upholding these values, ensuring that your journey is not only financially successful but also enriching and rewarding. Thank you for your continued partnership and trust. We are happy to be a small part of your journey.
Authored by Stephen Blahovec and Michael Rausch of North River Wealth Advisors. We are an independent, fee-only financial planning and investment management firm located in Pittsburgh, PA servicing clients locally and across the country. To learn more, contact us here.
This content is developed by North River Wealth Advisors from sources believed to be providing accurate information. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.