Check out our founder, Christi Van Rite, featured on the Financial Advisor Success podcast!
Explore how our efficient administrative support services can streamline your financial management processes, allowing you to focus on what matters most while we handle the administrative details.
Services
At White River, our efficient Administrative support service is designed to alleviate the burdens of managing your household or estate. We understand that administrative tasks can be overwhelming, and our goal is to streamline these processes for you. Here’s how our Administrative Support service can make your life easier:
Say goodbye to the hassle of managing household bills. We ensure that your bills are paid on time, allowing you to focus on more important matters.
We maintain meticulous records of your finances and private equity investments, providing you with a clear and organized financial picture.
Leave the complexities of employee payroll and compliance to us. We ensure that your payroll processes adhere to regulations and run smoothly.
Never miss an essential document or piece of mail again. We handle mail retrieval and review to keep you informed and organized.
Efficiently organize and secure your important documents. Our document management services ensure that your critical records are easily accessible when needed.
Whether you have a second home or need your primary residence prepared for family arrivals, we manage property details and ensure everything is in order for a seamless experience.
Our Promise
At White River we are dedicated to helping you achieve your financial goals while minimizing risks and maximizing opportunities. Our Wealth Management Strategies service is the cornerstone of our commitment to your financial well-being. Let us partner with you on your journey to financial success.
Strategic Asset Diversity: Building Legacies with Confidence
We offer strategic guidance in crucial areas such as reporting, service coordination and trust & estate administration. These services complement your suite of solutions ensuring your financial affairs are managed as a cohesive picture.
Think of us as your in-house coordinator. The other things you do that take time and need oversight to make sure they happen. Calls need to be made, people need to be connected, money is changing hands. Let us keep the processes moving for you.
We’re here to provide you with expert guidance and support to secure your family’s financial legacy. Reach out to us today and start your journey to financial prosperity.