Our Services

B. Riley Wealth Management provides collaborative, comprehensive financial solutions to individuals, families and businesses. As a wholly-owned subsidiary of B. Riley Financial, Inc., a publicly-traded, multi-faceted financial services company, we have access to an expansive suite of wealth management solutions, backed by in-house expertise, to serve all your financial needs.

The combination of customizable resources and personalized support allows us to help our clients plan for what matters most -- whether that’s college for your kids, a vacation home, a secure retirement, or a lasting legacy.

  • Retirement income planning
  • Investment planning & coordination
  • Financial strategies
  • Risk management & insurance
  • Alternative investments
  • Managed investment portfolios
  • Corporate retirement plan advisory services
  • Trust account coordination*
  • Lending & liquidity resources*

*Offered through a trusted third-party provider.