Wealth Management Services for Individuals and Families

B. Riley Wealth Management advisors are supported by extensive resources and experienced in-house professionals who are knowledgeable in the complex issues of concern to affluent investors and families.

Working together, we will help you develop and implement a plan designed specifically with your unique needs and financial goals in mind. As your financial partner, your priorities are also ours. We’ll be there every step of the way to help you grow, protect and enjoy your wealth throughout a lifetime.

Comprehensive Investment Strategies and Solutions

  • Passive and active strategies
  • Proprietary and third-party management solutions
  • Tax efficient and socially responsible investing
  • Alternative investment strategies, including public/private real estate investments, hedge funds and private equity
  • Collaborate with other professional advisors for services including business advisory, elder, estate, oil/gas/mineral, philanthropic and special needs
  • Portfolio aggregation and performance reporting

Investment Products

  • Stocks
  • Bonds
  • Mutual Funds
  • UITs
  • REITs
  • Options
  • IPOs & Secondary Offerings
  • Preferred Stocks
  • Alternative Investments
  • Annuities
  • Insurance