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The Riverwood Wealth Management Group

OUR MISSION STATEMENT

Helping our clients and their families define and achieve their unique financial goals, so they can focus on what matters to them most

Our Story and Services

Our Story

What kind of financial advice are you looking for? Certainly you want investment management strategies tailored to your unique situation and designed to help you protect and grow your wealth. But wouldn't it also be helpful to have access to the wide variety of services you may need over time - from college funding to retirement planning to business succession to estate matters, or anything else life brings your way? At The Riverwood Wealth Management Group, this is just what you can expect. Our disciplined investment management process is paired with comprehensive financial planning services, allowing us to customize a financial plan for you and your family. Whatever your question, challenge or requirement may be, we can provide the solutions you and your loved ones need for your future.

Services Include

  • Retirement Planning
  • Trust Accounts
  • Asset Management
  • Business Succession Planning
  • Estate Planning Strategies
  • Financial Planning
  • Philanthropic Services
  • Professional Portfolio Management
  • Qualified Plans
  • Wealth Management


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

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The Riverwood Wealth Management Group

Working With You

Working With You

In an industry where much is beyond our control, one area we can influence is the service we provide to our clients. For The Riverwood Wealth Management Group, exceptional service means treating you not merely as our client, but as our peer. It is understanding your goals and objectives well enough to anticipate your financial needs and answer questions you might not have known to ask. And it is providing advice about any issues or challenges that are important in your life. Our goal is to deliver high quality; customized financial planning with service that consistently exceeds your expectations, as we hope to become your trusted advisors on all aspects of your financial life. We stand ready to serve as a sounding board and give our advice on a wide variety of issues that relate to your finances, however indirectly.

Experience

Experience

Our advisors have roots in wealth management that date back to 1995 and have over 75 years of combined financial markets knowledge and experience*. Given this history, it's likely that our financial advisors have successfully managed a situation like yours before. Each of us has been a solo practitioner at some point in our careers, but we prefer the team structure because it allows us to concentrate in the areas we are most passionate about. When our team works together, our combined skill sets and areas of interest give you access to our broad range of knowledge, enhancing our ability to help prepare you for your financial future.

*Mark Bisbach - 22 years of experience, Sara Pitcel - 18 years of experience, Jeff Krause - 10 years of experience, Denison Kummrow - 13 years of experience, Kurt Maltby - 12 years of experience

Awards

Awards

  • October 2018 - Sara Pitcel, Senior Vice President, Financial Advisor, was named to WorkingMother.com's list of Top Wealth Adviser Moms. The list consists of working mothers across the country who according to Liz Shook, COO of SHOOK Research, "has three families, her clients, her team and the one that greets her when she returns home."
  • July 2018 - Jeff Krause is Named to Forbes Magazine's List of America's Top Next Generation Wealth Advisors. The new Forbes listing is a select group of individuals who were born in 1980 or later, have a minimum of four years of industry experience and lead, or are viewed as potential leaders of their teams.
  • February 2018 - Morgan Stanley announced that Mark Bisbach, a Senior Vice President, Financial Advisor and Sara Pitcel, a Senior Vice President, Financial Advisor in the Firm's Waukesha, WI, Wealth Management office, have been named to Forbes Magazine's inaugural list of America's Best-in-State Wealth Advisors in Wisconsin. Forbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience. The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews.
  • On December 15, 2017, Sara Pitcel, Senior Vice President, Financial Advisor, was honored to be inducted into the 2018 MAKERS Class at Morgan Stanley. MAKERS is a program designed to recognize the achievements of outstanding women professionals at the Firm.
  • Jeff Krause, Vice President, Financial Advisor, was awarded the Waukesha Catholic Memorial High School's Distinguished Young Alumni Award on November 8, 2017, at The Country Springs Hotel in Waukesha, WI. CMH awards its Distinguished Young Alumni Award to an alumnus/a who has reached a level of professional and/or personal achievement within 15 years of graduating from Catholic Memorial while demonstrating continued service to CMH and the community and exemplifies living the Catholic Memorial mission in both his/her personal and professional life.
  • In October of 2017, Sara Pitcel, Senior Vice President, Financial Advisor, was named to WorkingMother.com's list of Top Wealth Adviser Moms. The list consists of working mothers across the country who according to Liz Shook, COO of SHOOK Research, "has three families, her clients, her team and the one that greets her when she returns home."
  • July 2017 - Jeff Krause is Named to Forbes Magazine's List of America's Top Next Generation Wealth Advisors. The new Forbes listing is a select group of individuals who were born in 1980 or later, have a minimum of four years of industry experience and lead, or are viewed as potential leaders of their teams.

Location

Location

  • 20975 Swenson Drive
  • Suite 300
  • Waukesha, WI 53186


    Meet The Riverwood Wealth Management Group

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Ready to start a conversation? Contact The Riverwood Wealth Management Group today.

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