A Financial Family

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Thaddeus Harden

(L-R) Chad Barnett, Vice President of Operations; William E. Riley, Chief Executive and Investment Officer; Carolyn Clark, Marketing Coordinator; Clarion Hess, Executive Vice President

"Though wisdom is good in the beginning, it is better at the end.” — Irish Proverb

In a world increasingly dominated by large, impersonal corporations, Bill Riley wanted to be different. The founder of Riley Private Client, Bill is a Fort Worth native with 45 years of financial industry experience at both large and small companies. Today he helps clients figure out where they want to go in life, helping them toward their final destination every step of the way. 

Riley Private Client is a local, family-owned wealth management company located in the heart of Southlake near Carroll Avenue and Highway 114. It prides itself in learning all of your needs, wants and long-term goals so it can help you achieve them with an all-encompassing personalized financial strategy. 

New clients are encouraged to visit Riley Private Client’s website, which features several helpful resources such as blog posts and videos about current events in the market. You can also request a copy of Bill’s book, “40 Years Of Investor Mistakes,” where he shows you how to acquire the retirement plan that will help you not only live well, but sleep well, avoid problems and preserve your legacy. 

If you have any questions about your financial situation or would like a second opinion, Bill is happy to offer a complimentary consultation in-person or online. No matter what your goals are, Riley Private Client can help you work towards your financial future. 

SERVICES 

• Customized portfolio construction 
• Risk assessment and ongoing risk monitoring 
• Financial planning 
• Regular market updates 
• Access to attorneys 
• Trusts and estate planning 
• Asset protection services 
• Asset-based lending 
• Insurance services 
• Tax planning