Personalized Wealth Management for High-Value Clients
We specialize in personalized wealth management for clients with assets exceeding $5 million across the United States. Our approach combines investment management, retirement planning, and tax optimization into carefully tailored strategies. We create custom financial solutions aligned with your objectives and risk tolerance, helping individuals, families, and institutions achieve enduring financial success.
Comprehensive Strategies Built On Market Mastery
Our market expertise allows us to navigate complex financial landscapes while delivering exceptional service. Business owners often undervalue their enterprises due to rushed exits, but our tailored exit planning strategies maximize value. We provide estate and trust planning, advanced tax strategies, and personalized attention that sets us apart from larger firms with long wait times and impersonal service.
Helping To achieve your Goals...
Megan Rehill
CEO & FOUNDER RIOGA CAPITAL
ASSET MANAGEMENT DIVISION
DAVID CLEARY, CFA
KAROL KRUCINSKI, CFA
KAROL KRUCINSKI, CFA
CHIEF INVESTMENT OFFICER
KAROL KRUCINSKI, CFA
KAROL KRUCINSKI, CFA
KAROL KRUCINSKI, CFA
DIRECTOR OF PORTFOLIO MANAGEMENT
PATRICK MULLIN, CFA
KAROL KRUCINSKI, CFA
PATRICK MULLIN, CFA
SENIOR PORTFOLIO MANAGER
VICTOR CANTO
KAROL KRUCINSKI, CFA
PATRICK MULLIN, CFA
ECONOMIC CONSULTANT
Your unique vision, our collaborative approach
Identifying Goals
Innovative Strategy to Help Maximize Wealth
Innovative Strategy to Help Maximize Wealth
Achieve a balance between your current lifestyle and future expectations.
Innovative Strategy to Help Maximize Wealth
Innovative Strategy to Help Maximize Wealth
Innovative Strategy to Help Maximize Wealth
Leverage assets to help you maximize wealth to your heirs and keep your legacy intact.
Investment Management
Innovative Strategy to Help Maximize Wealth
Investment Management
Strategy-driven investment solutions spanning the risk spectrum. Striving to minimize tax impact on your portfolio.
Being More Flexible
Fulfilling Your Legacy
Investment Management
Actively plan for and save toward your desired lifestyle in a balanced, disciplined approach.
Fulfilling Your Legacy
Fulfilling Your Legacy
Fulfilling Your Legacy
Recommend solutions that help protect you and your family against the unexpected.