Bull River Wealth Management, A Private Wealth Advisory Practice

09/03/2026

All of Grant’s kids were excited for their first day of school this year.

The boys went a couple of weeks ago and his youngest, Winnie, started Kindergarten last week.

08/27/2026

Great catching up with longtime friends at a recent national conference—and Western Night gave us a good excuse to break out the cowboy hats!

We all entered the financial and wealth management business around the same time, and more than 30 years later, we’re still doing what we set out to do: helping clients build, protect, and enjoy their wealth.

07/07/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

07/06/2026

If you’d like to explore whether alternative investments, like private credit, are appropriate for your unique situation, let’s connect. We can review your portfolio’s asset allocation and make sure it’s aligned to your risk tolerance, financial goals and time horizon.

Investor anxiety surrounding the private debt market is heightened.

07/04/2026

As we celebrate Independence Day, we're reflecting on the values that matter most — freedom, opportunity, and the ability to plan for the future with confidence.

Wishing you and your loved ones a safe and meaningful Fourth of July.

07/03/2026

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

3 factors driving U.S. stocks higher.

07/02/2026

The job market is challenging for many Americans, right now. If you’d like to discuss financial strategies to prepare for periods of uncertainty, let’s connect.

Discover why hiring stalled in 2025 and get our forecast on what a labor market recovery could look like in 2026.

07/01/2026

Explore how biological instinct drives market cycles and what this might mean for future market performance.

Why your natural instincts could impact your investment returns.

06/30/2026

Medicare plans change – and so do your needs. Even if your coverage seems to be working, a quick annual review could save you money and headaches.

Why should you revisit your Medicare benefits during open enrollment?

06/29/2026

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concerned about the potential impact on your investment portfolio, let’s connect.

5 midterm market trends to watch — and what it means for your portfolio.