About Robert Runnfeldt
Vice President, Investments | Financial Advisor

 

As an experienced financial advisor, I focus on providing comprehensive wealth management services to my clients, helping them achieve their financial goals. I work in partnership with my clients to develop a sound strategy for managing their investments based on their values, needs, and goals. 

B. Riley Wealth was founded in 1996 to serve the financial needs of individuals, families, businesses and institutions, non-profits, trusts, foundations, and endowments. Our clients have access to an expansive suite of wealth management solutions, backed by in-house expertise, to serve all your financial needs.

The combination of customizable resources and personalized support allows us to help our clients plan for what matters most - whether that's college for your kids, a vacation home, a secure retirement, or a lasting legacy.

 

 

FINANCIAL SOLUTIONS WE OFFER    CLIENTS WE SERVE 
  • Retirement income planning
  • Investment planning and coordination
  • Financial strategies
  • Risk management and insurance
  • Alternative investments
  • Managed investment portfolios
  • Insurance solutions
  • Corporate retirement plan advisory services
  • Lending and liquidity resources*
  • Estate planning coordination*
  • Trust account coordination*

*Offered through trusted third-party partners.

  
  • Individuals & Families
  • Corporations
  • Non-profit organizations
  • Qualified retirement plans
  • Trusts
  • Foundations
  • Endowments
  • Family Offices

 

 

 

To learn more or schedule an appointment, email me at rrunnfeldt@brileywealth.com.