Business Services

Business Services


If you are a business owner or a part of the executive leadership team for a for-profit or nonprofit organization let 3 Rivers Wealth Management Group teach you more about how to maximize your business for you, your employees, and your shareholders. Traditionally, small to midsize businesses and nonprofits are victims to overcharging and under-servicing. As business owners ourselves, we understand that getting the greatest value for your investment is critical to your success and every incremental dollar saved can help exponentially when invested back into your core business. Reach out to our team today to get started!

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Our Services

Our services are designed to help you meet your financial objectives and take the guesswork out of managing your business’s finances. From accounting and budgeting to cash flow management, payroll, and human resources, we can help you maximize your business’s efficiency. We also offer specialized services such as business valuation, employee benefit plans, retirement plan design and administration, and financial due diligence.

Why Your Business Needs Professional Money Management: We understand that as business owners, you’re looking for more than just financial advice. We strive to provide our clients with business advice and support to help them succeed. Why Financial Advisors for Business Owners Are So Popular? We’ll provide you with the resources, advice, and tools you need to make informed decisions about your business’s future. Our business services are designed to help you make the most of your business, so you can focus on what you do best.


Why 3 Rivers Wealth Management Group?

At 3 Rivers Wealth Management Group, we understand the complexities of managing a business. We know that every business is unique, and we are committed to providing custom solutions tailored to your specific needs. Our team of experienced professionals is dedicated to helping you reach your financial goals and ensure the success of your business.

We have a deep understanding of the financial landscape and are passionate about helping businesses reach their full potential. We strive to provide our clients with the highest level of service, and our team will work with you to develop a comprehensive financial strategy that meets your unique needs.

We are committed to building long-term relationships and providing our clients with the best possible advice and solutions. We are passionate about helping businesses succeed, and we’re here to help you reach your financial goals.

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When You Partner With 3 Rivers Wealth Management Group You Can Expect:


Independent Unbiased Recommendations

We work for you. With no proprietary products, we can survey the landscape of available providers for solutions that best meet your needs at the most competitive price.


Integration of benefits

We can be your “one-stop shop.” Do you have multiple relationships for retirement, medical, and group benefits? We can simplify your life and that of your HR department by being the single point of contact, freeing up your and their time to dedicate to other areas of your business.


Business Specialists

Providing benefits, solutions, and services to businesses is at the core of our business. Industry statistics show that most financial advisors have no more than 2 retirement plans under management and more “dabble” in this business. With the increased fiduciary scrutiny and personal liability for trustees, the importance of working with an expert is more important than ever.


Proactive Business Development Partner

In addition to helping reduce your costs, we can support the front end of your pipeline as well. We are directly focused on helping you increase your revenue and grow your business through various complementary marketing channels. Contact us to learn more about being on our Internet Web Show, Bridges Interview, and for docking space in our Marina.

Choose 3 Rivers Wealth Management Group For Your Business Investments

At 3 Rivers Wealth Management Group, we understand the unique needs of business owners and the importance of having a financial strategy that is tailored to their goals. Our team is committed to providing the highest quality of service and helping our clients achieve their financial objectives. Whether you are a for-profit or nonprofit organization, our experienced professionals are here to provide you with the tools and support you need to reach your goals.

How 3 Rivers Wealth Management Can Help You Plan for the Future: With 3 Rivers Wealth Management Group, you can trust that you are in the best hands when it comes to your financial future. Our team of experienced professionals is dedicated to helping you reach your financial goals and achieve success. Contact us today to learn more about how we can help you reach your goals.

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Michael Gerber

"My experience has shown me that the people who are exceptionally good in business aren’t so because of what they know but because of their insatiable need to know more."