Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Investments

Awards & recognition

  • Brad Swartzwelder, Forbes Best-in-State Wealth Advisors, 2022-2024
  • Kevin Williamson, Forbes Best-in-State Wealth Advisors, 2023

Community participation

Riverstone Wealth Advisory Group - Community participation photo

Riverstone continues to support Feed More, Central Virginia’s core hunger-relief organization. In 2022, Riverstone joined with our clients again for a virtual food drive in the spring. We also held several actual food drives throughout the year with our clients dropping most needed donations at our office or at an event. Overall, between the monies raised and the food donated, we helped provide approximately 68,500 meals to those most in need in our area.

Additionally, for the 15th year Riverstone partnered with our clients to participate in the Salvation Army Angel Tree program, lifting the spirits of more than 55 children with our gifts

Our photos

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