CONNECT

Address:

3102 West End Avenue, Suite 750
Nashville, TN 37203

Phone:

615.567.2096

Consulting and Asset Management for Corporations and Non-Profits

B. Riley Wealth Management advisors also support the complex investment needs of corporate executives and the businesses they oversee – corporations, non-profits, endowments and foundations.

Comprehensive Investment Strategies and Solutions

  • Qualified plan and 401(k) advisory services
  • Corporate executive services
  • Investment management for non-profits and foundations
  • Corporate liquidity resources*
  • Private sale agreements for small private companies*
  • Directed share programs*
  • 144 and restricted stock transactions
  • Business lending resources*
  • Investment banking services*

Consulting Services for Qualified Plans and 401(k)s

  • Plan Design Assistance
  • Investment Policy Statement
  • Investment Review
  • Investment Recommendation
  • Manager Evaluation
  • Performance Reporting
  • Participant Education
  • Plan Provider Search

Envision® Investment Planning Process

Combining goal-based advice with sophisticated statistical modeling, the unique Envision process creates an effective, easy-to-understand method for investors to prioritize and achieve important life goals.

  • The process incorporates:
  • Defining major life goals
  • Ideal and acceptable goals
  • Prioritizing goals
  • Stress testing
  • Implementation
  • Monitoring progress with the “Dot”
  • Updating goals and priorities

You’ll have the ability to monitor the progress toward goals and dreams you wish to accomplish. Your Envision plan creates a benchmark unique to your goals and situation. This information is displayed on your statements and online, where it is updated monthly.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck