Experience and research shows 95% of wealth creation comes from your behavior and personal talents and 5% from investments.
We at Riley Wealth Management, LLC approach investing with an “understanding people before numbers” method which starts with knowing your unique financial personality – your “Financial DNA“. Then we tailor a financial strategy for guiding you to make more committed decisions to Live with Meaning and achieve greater Financial Planning Performance.
Please click on the below link to complete your Financial DNA Natural Behavior process. This takes 15-20 minutes to complete and upon completion you will receive your report. This report will become the starting place in each of our client meetings to follow.
Start your Financial DNA Process by emailing Bill at firstname.lastname@example.org.