WHO WE ARE

Riverside Capital Wealth is a local financial planning firm located in Western New York. We specialize in building personalized financial plans for individuals looking to retire, as well as managing their investments. Our firm is dedicated to helping our clients achieve their financial goals and secure their future.

Meet the Professional:

About

Anthony D'Aloise, born and raised in Lewiston, NY, found his passion for investing at a young age. His journey led him to pursue a dual degree in Finance and Wealth Management at the Boler College of Business at John Carroll University in Cleveland, Ohio. After college, Anthony immediately embarked on a journey to obtain the highest financial licenses the industry has to offer, demonstrating his unwavering commitment to his craft. His credentials include the Life and Health License, SIE License (Securities Industry Essentials), Series 7, Series 63, and Series 65 licenses, establishing him as a fully registered financial advisor with the SEC.

Anthony's career trajectory took him to a leading financial services and insurance company, where he honed his skills and achieved notable success for not only himself, but his clients as well. Drawing from his experience and expertise, he eventually established his own Investment Advisory Firm known as Riverside Capital Wealth. The firm is driven by a commitment to providing personalized financial guidance and empowering clients to achieve their financial goals.

With a wealth of knowledge and a track record of delivering results, Anthony D'Aloise stands as a trusted partner for individuals seeking to navigate the complexities of wealth management and investment strategy and is proud to serve the greater Western New York Area.

Our Approach to Financial Planning:

Riverside Capital Wealth is committed to customized compressive financial planning. This approach is crucial because they are tailored to your unique circumstances, goals, and risk tolerance. Unlike generic plans, a personalized financial strategy takes into account your specific financial situation, including your income, expenses, assets, liabilities, and future aspirations. By addressing your individual needs, a customized plan ensures that every aspect of your financial life is considered, helping you achieve your short-term and long-term objectives more effectively. This personalized approach not only maximizes the potential for financial growth but also provides you with a clear roadmap to navigate life's uncertainties with confidence and peace of mind.

Our Step by Step Process:

Understanding your Goals

We begin by understanding your unique financial goals. Whether it's saving for retirement, buying a home, or funding your child's education, we tailor our approach to meet your specific needs.

Personalized Strategy Development

We conduct a thorough analysis of your current financial situation, including income, expenses, assets, and liabilities. This helps us create a solid foundation for your financial plan.

Compressive Financial Analysis

Based on your goals and financial analysis, we develop a personalized financial strategy. This includes investment recommendations, risk management, tax planning, estate planning, and more.

Investment Philosophy

Our investment philosophy is rooted in diversification, risk management, and long-term growth. We believe in building a balanced portfolio that aligns with your risk tolerance and financial goals.

Ongoing Monitoring and adjustments

Financial planning is not a one-time event. We continuously monitor your financial plan and investment portfolio, making adjustments as needed to ensure you stay on track to meet your goals.

Client education and development

We believe in empowering our clients through education. We provide you with the knowledge and tools you need to make informed financial decisions.

Transparent Client Communication

We maintain transparent communication with our clients. You can expect regular updates and clear explanations of your financial plan and investment performance.

Customized Solutions: We offer tailored solutions that fit your unique financial situation.

Proactive and Personalized Service: We take a proactive approach, anticipating your needs and providing personalized advice that evolves with your life changes and market conditions.

Commitment to Excellence: We are dedicated to providing the highest level of service and expertise.

Why Choose Riverside Capital Wealth?