The Riviera Group combines over 30 years of Wealth Management industry experience in providing you the leading edge in Transaction Advisory Services and Comprehensive Consulting. Through mergers & acquisitions and comprehensive consulting anchored in strategic growth initiatives, we assist investment advisors at firms of all sizes navigate the many complicated decisions that are involved with attaining and sustaining growth. Ultimately investment advisors and their firms need customized solutions from industry experts that solve for the everyday challenges in managing and operating a growing, profitable and efficient business.
TRANSACTION ADVISORY SERVICES
Comprehensive Consulting Results in Increased AUM, New Clients and Efficiencies
Refining your value proposition and identifying your ideal client leads to a redesigned marketing plan which includes your website, social media presence and targeted marketing campaigns
Technology integrations and data analysis & reporting to speed up new client onboarding and increase your staff’s bandwidth to service more clients
Increase your wallet share by defining your client service model to capture more of your existing client’s investible assets