Personalized Concierge Services To Elevate Your Wealth

At Riggs Asset Management, we believe that true wealth management goes beyond numbers. Our Concierge Services are a reflection of our commitment to being more than advisors—we’re your trusted ally, ensuring that every facet of your financial life is thoughtfully and expertly managed. 

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24-Hour Data Access

Imagine having your entire financial life at your fingertips. Built for convenience and clarity, the Riggs Private Client Portal is your one-stop hub. It’s more than just a platform; it’s a personalized command center that provides a comprehensive overview of your financial standing.

Every element of the Riggs Client Portal is designed to empower you with knowledge and control, ensuring that your financial decisions are always informed and intentional.

  • Financial Plan Access: Your custom financial plan, always accessible and up to date. 

  • Asset Aggregation: Seamlessly gather all your assets in one place—from checking accounts and investment portfolios to real estate holdings and digital currency assets. 

  • Net Worth Statements: Understand your financial health at a glance with detailed and accurate net worth summaries. 

  • Investment Performance Insights: Track how your investments are performing with user-friendly metrics and reporting tools.

Organized Financial Affairs

Financial clutter can cause stress. We’re here to help untangle it. Whether it’s organizing your finances for clarity or providing a structured approach to your financial landscape, Riggs Asset Management makes it straightforward. We work to simplify the complex so you can focus on what matters most. 

No matter how complex your situation may seem, we’re here to provide steady guidance and hands-on support. 

  • Simplify Financial Management: Bring order to scattered accounts, statements, and goals. 

  • Sounding Board Support: Use us as your go-to advisors for financial decisions, big or small. 

Streamlined Plans

Life and finances don’t stand still. We collaborate with your existing team of legal and tax professionals to make sure your financial, estate, and tax plans remain aligned with your goals over time. 

When the pieces of the puzzle work together harmoniously, your financial goals come into sharper focus. 

  • Comprehensive Collaboration: We liaise with estate planning attorneys and tax advisors to ensure seamless integration. 

  • Ongoing Updates: Proactively adapt plans to reflect changes in your life or the regulatory environment. 

  • Strategic Insights: Analyze opportunities to optimize and refine your financial approach as circumstances evolve. 

Trustworthy Support Services

Sometimes life calls for a helping hand—not just advice, but action. When you or your loved ones need assistance, Riggs Asset Management offers Family Office Support to simplify the details of managing wealth. 

With this level of care, we’re dedicated to making your financial life as stress-free as possible, so you can focus on what truly matters.

  • Bill-Paying Services: Depend on us to take care of logistics like organizing and paying bills. 

  • Tailored Family Support: Whether managing routine financial tasks or stepping in during periods of need, we provide support to ensure continuity and peace of mind.  

Team RIGGS