Josh Richards - Thrivent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Riverfront Legacy Group is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Boise, ID make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.

Rick Polenske, CFP, CTFA, is a Principal and Managing Director at Robertson Stephens. Rick provides comprehensive wealth management solutions to clients including, but not limited to, retirement and cash flow planning, institutional quality investment and risk management implementation, tax and estate planning, and philanthropic strategies. Rick has over 30 years of experience helping individuals and families, charitable organizations, and institutional investors preserve and grow their wealth. For the past twenty years, Rick has worked in various positions in the Private Bank at Wells Fargo. Most recently, Rick was a Wealth Advisor from 2018 – 2021 and a Senior Fiduciary Advisory Specialist from 2012 to 2018. From 2009 to 2012 Rick ran a personal practice as a Senior Financial Advisor with Wells Fargo Advisors, serving a diverse group of clients in the Boise area, and from 2001 to 2009 he served as Regional Sales Manager for Wells Fargo Investments. Before Wells Fargo, Rick was Division Vice President of the Northwest Region for Ameriprise Financial Services from 1993 to 2001, specializing in Financial Planning and investments.

Located in Boise, ID, Duane Richter-Morgan Stanley Financial Advisor offers a wealth of financial services to a diverse clientele. Specializing in investment banking, wealth management, and investment management, this establishment caters to corporations, governments, institutions, and individuals alike. Through a blend of client-focused service, innovative solutions, and sustainable practices, Duane Richter-Morgan Stanley Financial Advisor stands out as a beacon of excellence in the financial sector. At Duane Richter-Morgan Stanley Financial Advisor, a team of seasoned experts collaborates with cutting-edge technology to craft comprehensive financial strategies tailored to the unique needs of each client. Their global reach ensures that clients can access integrated financial solutions across various markets. Duane Richter-Morgan Stanley Financial Advisor is not just a financial services firm—it's a partner in financial success, dedicated to guiding clients towards their goals with professionalism and expertise. Generated using this brand's available information