About Us
Who We Are & Who We Serve
Our goal is to help simplify complex financial decisions and assist clients in feeling more informed, confident, and in control.
Our Story
Our Story
Brian Rice started in financial services in 1989, working alongside his father, Jerry. Over three decades at firms like Merrill Lynch, Smith Barney, and Raymond James, 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. Today, our goal is to help simplify complex financial decisions and assist clients in feeling more informed, confident, and in control. We are committed to the highest standards of fiduciary care, clear communication, and personalized service.
Three Decades of Trusted Advice
1989
The Beginning
Brian starts his career in financial services, working alongside his father, Jerry.
2020
Going Independent
Brian Rice founds Rice Wealth Management Group; Sue Pollack joins as Managing Director of Operations.
Today
Trusted Advisor
$100M in assets under management, 140+ client relationships, and a fiduciary standard of care.
Who We Serve
Whether you are planning for retirement, managing a business, or seeking to grow and protect your wealth, our team builds personalized strategies tailored to your unique goals and life situation.
Who We Serve
Individuals, Families & Business Owners
We work with individuals, families, and business owners across the United States and abroad. Our clients typically have $500,000+ in investable assets, but more importantly, they value long-term planning, disciplined investing, and a trusted advisory relationship.
Where We Serve
U.S. & International Clients
We are rooted in Fair Haven, New Jersey, with clients coast to coast across the U.S. and internationally.
Threshold
$500K+ Investable Assets
Personalized advisory services for clients with meaningful assets to manage, grow, and protect.
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.
Meet the Team
Behind every sound financial plan is a team that genuinely cares.
Giving Back
Rooted in Fair Haven
Located at 731 River Road in Fair Haven, New Jersey, we are proud to serve the community where our team lives and works. Our founder, Brian Rice, is a fourth-generation Fair Haven resident, a licensed U.S. Merchant Marine Captain, and a member of the Red Bank Emergency Marine Response Team — that local connection shapes how we approach every client relationship.
Brian founded the Rice Wealth Foundation, which hosts the annual Twin Lights Cup — a fishing tournament for veterans at Bahr's Landing. He also serves as Chairman of the Navesink River Municipalities Committee and founded the Jersey Devil Kids Fishing Camp, which has impacted hundreds of children since 2012.
Explore Community InvolvementReady to Start a Conversation?
Schedule a complimentary consultation to discuss your financial goals and learn how we can help.