David Gurievsky | Independent Financial Advisor
Our Services
B. Riley Wealth offers access to an expansive suite of wealth solutions, backed by in-house expertise, to serve all your financial needs. As your advisor, I am here to guide you in selecting from this wide array of products and services.
My services include, but are not limited to the following:
For Individuals & Families:
Retirement planning
401(k) rollovers to IRAs
Investment planning and coordination
Financial strategies and portfolio construction
Risk management
Income solutions
Alternative investments
Transfer of generational wealth
Managed investment portfolios
Securities based lending
Ability to work with your trust, estate planning, and accounting professionals
Comprehensive wealth management
Restricted stock transactions
Cashless exercise of stock options (ISO and NSO)
Retirement plan consulting
Key man insurance
Buy/Sell agreements
Securities based lending on concentrated positions
To learn more, email me at dgurievsky@brileywealth.com.
*Certain services may require collaboration with trusted third parties.