Riverbank Wealth Management is a boutique wealth management firm based in Monroe, MI, serving families, business owners, and top executives. With a focus on financial clarity and a cohesive strategy that can last for generations, Riverbank helps families determine and manage their distinct goal sets, preferences, and risk tolerance. They also specialize in developing and implementing wealth management plans for business owners, taking into account all of the family's assets, especially the business. Additionally, Riverbank possesses expertise in managing concentrated stock portfolios, stock options, and deferred compensation plans for top executives.
With a fiduciary perspective and a commitment to maintaining a low client-to-advisor ratio, Riverbank provides personalized services to their clients. They offer exclusive resources, including institutional-quality investment research and technology partners, to deliver investment industry insights and customized performance and balance sheet reporting. The team at Riverbank Wealth Management is led by Dustin E. Leach, AIF, the Managing Director and founding member, who brings a global perspective to wealth management. Melissa M. Clements, CFP, CLU, serves as the Director of Client Services, developing strong client relationships and providing guidance and solutions. Anthony J. Burek, MBA, is the Director of Investment Strategies, offering expertise in capital markets and recommending practical solutions for clients. Cassie Bezeau is a Financial Advisor with over 15 years of experience in the financial industry.
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