New Clients


Client Intake Form

Take part in the Fact-Finding process so we can prepare a Comprehensive Holistic Wealth Strategy for you.

Confidential Planning Questionnaire

Take part in the Confidential Planning Process so we can prepare a Wealth Strategy for you.

Trusted Contact Authorization Form

While optional, J.W. Cole and your Advisor recommend providing a primary and alternate trusted contact for inquiries regarding your health, well-being, or potential issues like financial exploitation.

The Changing World of Retirement Questionnaire

This sheet will allow us to create a tax-efficient retirement plan for you. Please enter your information for us to complete a Before and After Comparison.

Employer Sponsored Retirement Account Change Form

If you would like to change the contribution amount to your Employer Sponsored Retirement Account with Riverside Wealth Advisors please fill out the form below and your advisor will reach out to you in 1-2 business days.

Risk Tolerance Questionnaire

When selecting a strategy for your investments we want to take in to consideration your entire financial position and goals.  By completing this questionnaire, it will assist us in selecting a suitable strategy for you and your financial goals.

Riverside Wealth Advisors

Schedule a Call

Begin your journey towards financial security and a brighter future by scheduling a personalized consultation with our team.

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