Six8 Advisors is pleased to announce the acquisition of River Wealth Management. We welcome the clients of River Wealth Management and are excited about our future together. Mike Harris, founder of River Wealth, will continue to support the River Wealth clients as a member of the Six8 team. The terms of the deal were not disclosed.
Six8 Advisors serves clients through three divisions:
Six8 Wealth delivers planning, advice & portfolio management to individuals and families. Our goal is to make financial advice available to households regardless of their net worth or assets. We believe that financial advice is not just for the wealthy; therefore, we offer our services with flexible payment options using our innovative activity-based fee model.
Six8 Plans provides retirement plan consulting and participant engagement for small to mid-sized employers. Retirement plans are great tools to help people become retirement ready and we find that consistent, objective engagement over time can improve participation and savings rates. We believe that a great participant experience should not be limited to very large companies.
WealthOne80, launched in 2019, is our new Financial Coaching initiative designed to help families create solid, repeatable financial habits through encouragement and accountability in partnership with a Personal Financial Trainer. Available individually or through employers, WealthOne80’s Personal Trainers are committed to helping families learn to control their money instead of letting their money control them.
Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Six8 Advisors, LLC is not an affiliate of Cambridge.
The WealthOne80 Program is a Financial Coaching and Mentorship Program designed to support households as they seek to improve financial behaviors in areas such as budgeting, spending, saving and debt management by pairing clients with a “Personal Financial Trainer”. Trainers are not registered investment advisers, attorneys, CPA’s or other financial service professionals and do not render legal, tax, accounting, investment advice or other professional services. Financial Trainers are independent contractors and are unaffiliated with Red Mountain Benefits or Six8 Advisors LLC