About Us
Erik Black - Our Founder
Erik Black is a seasoned financial professional with over 20 years of experience in the banking and brokerage industries. A graduate of Bucknell University and holder of an MBA from Rutgers University, Erik has built a distinguished career working for some of the world’s leading financial institutions, including Charles Schwab, TD Ameritrade, Morgan Stanley, JP Morgan, and Cross River Bank.
Drawing on his extensive expertise gained from working at large companies, Erik founded Calrivan Wealth Management to provide accessible financial solutions to families of all budgets. He is passionate about breaking down barriers to financial guidance and empowering clients with services typically reserved for the wealthy.
With a focus on personalized service, trust, and innovation, Erik combines the best practices learned from his corporate career with a mission to help families meet their financial goals. His mission is to help families and individuals build a strong foundation for the future, no matter where they’re starting from.
Why Choose Calrivan Wealth Management?
At Calrivan Wealth Management, we offer our clients personalized financial guidance rooted in trust, integrity, and meaningful relationships. As a fiduciary, our only focus is your best interests, delivering tailored investment strategies and wealth management solutions that align with your unique goals.
Our team fosters long-term partnerships, taking the time to understand your values and aspirations to provide a clear, confident path to financial goals. With a steadfast focus on transparency and ethical stewardship, we strive to be more than advisors—we aim to be trusted partners in your financial journey.
Calrivan Wealth Management is a small family owned firm. Why is that important?
As a small, family-owned Registered Investment Advisor, there are several benefits our clients receive vs. larger firms:
- Personalized Attention: Our clients receive individualized service, taking the time to understand each client's unique financial goals, risk tolerance, and needs. With a firm belief that all types of clients need financial advice, we are proud to have no asset minimums for our services.
- Trust and Transparency: We prioritize long-term relationships built on trust and integrity, fostering open communication and transparency.
- Tailored Solutions: Unlike larger institutions, Calrivan Wealth Management can offer customized strategies without being constrained by corporate mandates or cookie-cutter solutions.
- Independence and Fiduciary Duty: Calrivan Wealth Management is an independent Registered Investment Advisor, we are not tied to specific products, enabling unbiased advice aligned with our client's best interest.
- Community Focus: We have a strong commitment to the local community, contributing to a more accessible and approachable experience for clients.
- Long-Term Perspective: Family values often influence the firm's philosophy, emphasizing generational wealth management and a commitment to helping clients work towards sustainable financial groals.
