River City Wealth Management

River City Wealth Management

Founded in 2021 in Jacksonville, Florida, River City Wealth Management provides financial planning, retirement planning, and investment management services to individuals, professionals, and business owners. The firm operates as a fee-only certified financial planner and registered investment advisor. No founder, CIO, or managing principal is publicly named on its website or in its regulatory filings, leaving its governance and investment-committee structure unobservable from outside. The firm's core offerings center on retirement-income modeling, tax-aware distribution planning, and portfolio construction for pre-retirees and retirees in the Jacksonville metro. River City builds customized plans that combine equity and fixed-income allocations with insurance and estate-coordination analysis. The firm publishes client-education content on Social Security claiming strategies, the 2025 Tax Cuts and Jobs Act sunset, and data-breach mitigation, indicating a practice concentrated on mass-affluent and high-net-worth households within northeast Florida. River City discloses no AUM, team headcount, or additional office locations. The firm lists a single Jacksonville office on Fortune Parkway and can be reached by phone or email. It offers no public indication of institutional separate accounts, private-fund vehicles, or alternatives access. Its website provides a newsletter, calculators, and curated articles, consistent with a traditional wealth-management practice built on financial-planning retainer and assets-under-advisement fee models. Without a named lead advisor, no verifiable team bios, and no public asset or client-count disclosures, the firm's structural differentiator is its opacity — it competes with thousands of local and national RIAs, yet makes its credentials and decision-makers invisible to prospective allocators and institutional reviewers.