Craig Ciszewski

Current Position:

Entrepreneur and founder of NorthRiver Financial Group, a private wealth management boutique providing individual support for clients. Independent inventories are extremely broad ranging from cash management, trust and lending, institutional services, endowments, foundations, family investment services and educational trust planning.

Champion in the private wealth advisory industry while advocating improved transparency to support clients and the fiduciary relationship.

I take a clean sheet approach as each clients' needs differ. Independent thought for individual needs.


Experience:

Tower Square Securities
A. G. Edwards
Wells Fargo Advisors

Focused in Private Wealth Management for families, endowments, non-profits and trusts. Responsible for the day to day management and service to clients in assisting in short and long term goals are met through risk management. Research and analysis for selection of appropriate money managers and the creation of diversified investment strategies through portfolios of stocks, bonds, private equity, real estate investment trusts, mutual funds, unit investment trusts and insurance.

General Electric Financial Services/Genworth

Specialized in the senior market managing complex estate planning issues focused in preservation of wealth and independence through long term care planning. Advocate in educating families of all available options/resources through insurance, investments, wills, trusts, medicare, social security, tricare and other programs.


Special interests and activities:


Golf, Triathlete and Sailing.


Industry standards:

Securities:
Series 6, 7, 63, 66 held through LPL

Insurance:
life, health and annuity