Broker Check
Partners for the Long Run - Investing for life’s changing needs

Partners for the Long Run - Investing for life’s changing needs

The Rivard Teahen Wheatley Group takes pride in building long-term partnerships with clients like you. We strive to exceed your expectations in service and create and manage investment plans that are designed to meet your needs. Our investment philosophy and the Private Wealth Management process have been developed, and are continuously improved upon, with this in mind. We work daily to earn and maintain your trust and welcome the opportunity to help plan your financial future.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Kurt Rivard

Kurt Rivard, CFA®

Managing Director, Private Investment Manager, Senior Investment Consultant

231-933-6009

Carly  Ellis

Carly Ellis, CFP®

PWM, Financial Planner, Assistant Vice President

231-933-6009