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Canyon River Wealth Planning

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Denver
CRD Number
Website canyonriverwealth.com
Client types

Overview

Canyon River Wealth Planning is a wealth advisory practice affiliated with &Partners, LLC, providing comprehensive financial planning and investment management services to individuals, families, and business owners. The firm’s co-founders, Tina DeWitt, CFP®, ChFC®, and Marla Sherrod, CFP®, ChFC®, AAMS™, bring decades of experience helping clients align wealth with their values and life goals. Canyon River specializes in retirement income planning, life transition strategies, and integrated tax and estate planning. Rooted in integrity and compassion, the firm offers personalized guidance designed to simplify financial complexities and provide confidence for clients pursuing financial independence and purposeful living.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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