Charting a Course
to Financial Freedom
Our goal is to help simplify complex financial decisions and assist clients in feeling more informed, confident, and in control.
Brian Rice started in financial services in 1989, working alongside his father, Jerry. Over three decades, he built something no algorithm can replicate: genuine relationships with the families he serves.
In 2020, Brian went independent and founded Rice Wealth Management Group, joined by longtime colleague Sue Pollack as Managing Director of Operations, so they could put clients first without compromise.
About the Firm“Our goal is to help simplify complex financial decisions and assist clients in feeling more informed, confident, and in control.”
Our Values
Fiduciary First
Acting in the client's best interest, as a fiduciary, above all else.
Integrity
Rooted in honesty, ethics, and doing what's right in every decision.
Clear Communication
We aim to assist clients in better understanding their financial situation, available options, and long-term planning considerations.
Personalized Service
Tailored plans built around each client's unique goals and life situation.
Long-Term Relationships
Striving to build lasting relationships focused on trust, guidance, and ongoing support rather than transactional interactions.
Aligned Interests
We’re on the same team. As your portfolio grows, so does our compensation—so we’re always working toward the same goal.
Our Services
Personal Services
- Strategic Asset Allocation
- Ongoing Portfolio Rebalancing
- Comprehensive Risk Management
- Retirement & Long-Term Financial Planning
Business & Non-Profit Services
- Employee Retirement Plans (401(k), 403(b) & more)
- Cash Management Solutions (for businesses & non-profits)
- Endowment & Non-Profit Investment Management
How We Work
Discovery Meeting
We sit down to understand your complete financial picture: your goals, concerns, timeline, and what matters most to your family.
Custom Strategy
Our team develops your personalized Investment Policy Statement, balancing growth opportunities with appropriate risk levels.
Tailored Portfolios
Rather than placing clients into one-size-fits-all portfolios, we work closely with experienced money managers, and some of the industry's leading mutual fund managers to build portfolios tailored to each client's unique goals and needs.
Active Stewardship
We believe your portfolio should be thoughtfully organized, properly diversified, and actively aligned with your financial objectives, risk tolerance, and long-term vision. Through ongoing monitoring and strategic adjustments, we strive to create investment solutions designed specifically for you — not a prebuilt model.
Ongoing Stewardship
Your portfolio is continuously monitored, investments are actively adjusted as markets and life evolve. We meet with you at least annually (and more often as needed).
Rooted in Fair Haven
Brian is a fourth-generation resident, a licensed U.S. Merchant Marine Captain, and a member of the Red Bank Emergency Marine Response Team.
The Rice Wealth Foundation
VeteransFounded by our team, the Foundation is dedicated to serving veterans and the local community. Its flagship event is the Twin Lights Cup — an annual fishing tournament providing veterans with a meaningful day on the water at Bahr’s Landing.
Jersey Devil Kids Fishing Camp
YouthFounded by Brian in 2012 and affiliated with New Jersey’s “Hooked on Fishing, Not on Drugs” program, the camp has positively impacted hundreds of children each summer along the Jersey Shore.
Navesink River Municipalities Committee
EnvironmentBrian serves as Chairman, working to protect and preserve the waterways that define our community.
“Brian and his team truly understand our financial goals. Their personalized approach and genuine care have given us confidence in our financial future.”
Testimonials are from current clients and are not compensated. Individual experiences may not be representative of all clients.
“Brian and his team truly understand our financial goals. Their personalized approach and genuine care have given us confidence in our financial future.”
Testimonials are from current clients and are not compensated. Individual experiences may not be representative of all clients.
Ready to Chart Your Course?
We strive to simplify complex financial decisions and help you feel more informed, confident, and in control.