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Rivera Wealth Management Group
Rivera Wealth Management Group
541-322-6128
855-387-2172 fax
Send us an e-mail: keith.rivera@ubs.com
Team Members:
Keith A. Rivera, CIMA®
Senior Vice President – Investments
Institutional Consultant
keith.rivera@ubs.com

William P. "Bill" Caram, III, CFA
Senior Wealth Strategy Associate
william.caram@ubs.com

William Guy Recknagle
Registered Client Service Associate
willie.recknagle@ubs.com

Tammy Renae Head, ChFC®, CLU®
Vice President - Investments
Wealth Advisor
tammy.head@ubs.com

Ryan P. McHugh
Financial Advisor
ryan.mchugh@ubs.com

Peggy Foutz
Registered Client Service Associate
peggy.foutz@ubs.com

Today’s investors need more than information. It takes the assistance of wealth management professionals to put that information into context; to know you, your needs and your stage of life; and to identify strategies that complement your goals.

As your team of Financial Advisors we strive to:

  • Understand your individual needs, goals and tolerance for risk so that you will feel confident in the financial decisions you make
  • Recommend solutions designed to help pursue your wealth planning needs
  • Work with you to implement these recommendations
  • Adjust these strategies, as needed, to suit your changing needs
  • Act on your behalf with integrity and respect for your concerns and privacy
Our Office Locations

3000 A Street, Suite 100
Anchorage, AK 99503
907-261-5965
907-261-5990 fax

600 SW Columbia, Ste 6200
Bend, OR 97702
541-322-6128
541-617-7022 fax

Learn about Our Team
Investment Insights
Our Perspective
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Quarterly Market Update WE01895_16094_Quarterly_Market_Update.pdf (552kb)
Board Room Pictures WE01895_16094_Board_Room_Pics.pdf (1442kb)
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