YOUR FINANCIAL FUTURE, MADE SIMPLE

Whether you are saving for retirement or just starting to invest, we're here
to help you work toward your financial goals.

EXPERTISE YOU CAN TRUST

EXPERTISE YOU CAN TRUST

What does it take to build your ideal retirement? The unique, comprehensive strategies and disciplined execution that put Riverstone Financial Group on the map.

We have only one focus: you. We'll work with you to provide personalized support every step of the way.

WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.
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Choose Your Own Retirement Adventure

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
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The Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.
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HOW WE WORK

At Riverstone Financial Group, we partner with a select group of individuals and families who desire a
tailored approach to assist them in achieving their financial goals.

James Baltzersen, AAMS®, AIF®

Financial Advisor, Financial Planner

James Baltzersen is a financial advisor and is the President of Riverstone Financial Group LLC. James has worked as a financial advisor for more than 15 years.James has set the mission of RFG: To personalize our relationships through...

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Samantha Bieszczak

Operations Manager

Samantha has been Operations Manager with Riverstone since 2014. She has worked in a client process support role since 1994. Samantha enjoys helping clients of Riverstone work through their financial planning process by making sure...

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LET'S GET CONNECTED

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