Rivertree Wealth - Little Rock, Arkansas

S E.

My husband survived a catastrophic health crises. While we watched to see whether he would live or be called home, I thought I would be facing life with a new home, new mortgage, two little girls, no life partner and only rudimentary knowledge about our financial status. My husband handled all the financial planning for our family. Thankfully God spared Doug's life, but we realized then that we needed a financial/investment specialist. We sought out Rivertree and have been so blessed to have Jacob's guidance. He had met with us many times to go over our future plans; how to successfully navigate the market, both its ups and downs, retirement and any other questions we might have. To say I have peace about all of this is an understatement! I have referred several friends and family to Rivertree.

Doug H.

It has been nothing but a positive experience in the years we have partnered with Jacob at Rivertree Wealth. He keeps us informed and guides us along the way financially. I am not a trusting man by nature but I have full confidence in Jacob and his outline for our financial future.

Luanne B.

My husband and I have been working with Jacob for over 7 years now and he's been outstanding! Because of his knowledge and guidance we were able to retire earlier than we had planned and it's better than we expected. Jacob expertly navigated us through the "Covid" years and was with us side-by-side to protect our nest egg and retirement plans. He's super efficient, quick to respond and his guidance has paid off for us every single time. We would not be living our dream without Jacob's help and we'll be forever grateful!

Eileen S.

Jacob and Rivertree Wealth is the best client focused full spectrum financial management team you can find. We have been with Jacob for a while and have enjoyed the one-on-one professional services his team offers.

Jacob is masterful to work with as we progress to our goals up to and through retirement. My husband and I have moved and are living out our dreams near the beach. Along each step, Jacob has provided invaluable insight for our financial success in transition and into retirement.

Jacob is a rare find, and he is the most personable advisor we have dealt with in 30 plus years. We have tried Schwab Preferred Client, T Rowe and Vanguard. We are much happier here. He offers a holistic approach none of these other brokerages offered and provides the most insight on tax effective retirement planning with Roth conversions to avoid the "widow's cliff".

I have recommended Jacob's services to several friends, as the best financial advisor I have worked with. I have told Jacob, he is in the "Dream Making Business", now we are living ours! Thanks again Jacob, post cards & photos from each new trip and port...

Doug S.

I recently learned about Jacob Duke and Rivertree Wealth. After meeting with Jacob and learning more about his system I signed on as a client. As a new retiree, his system fits my needs perfectly. He listens to my concerns and provides advice that is helping me move confidently through retirement. I strongly recommend Jacob and his team to anyone who wants personalized advice from a knowledgeable and caring Financial Planner.

W5YTT

After I retired i was trying to find an advisor who fit me. The first advisor I had was a good guy but I never understood what he was doing. Plus he was a lot more expensive than I felt he should have been. I wanted to understand what we were doing . Also I wanted someone who had my best interest at heart and not some brokerage company. I also wanted someone my wife could trust if something happened to me. His management rates are very reasonable. He has so far checked all the boxes. Jacob is young but don’t let that fool you. I am 63 and he impressed me with his knowledge and maturity.

Steve B.

Jacob and Rivertree Wealth has all the traits you want in a Financial Advisor - great communication, always listening, readily available, honest to the core, and maybe the most important truly cares about his clients. Since day one, I've always felt comfortable with Jacob and the plans he's created to help me reach my financial goals.

Christi B.

We have truly enjoyed working with Jacob! From the first time we met him we knew he was a fit and the right person to help us plan for not only our future but also our kids future. He is genuine, authentic and real which is super important when helping you make investment decisions!