Wealth advice for your life's goals

Rivera Colbert Wealth Management Group

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jose Rivera

    Jose M. Rivera, CLU, CIMA, CPWA, ChFC,CPM

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MO
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    As a Managing Director and the founder of the JMR Wealth Management Group, Jose leads a team that includes his two sons, Adam and Nicholas, First Vice Presidents, his cousin David Maldonado, a Senior Wealth Strategy Associate, Melinda Cavalier, a Wealth Management Associate and Lily Martinez, a Senior Client Service Associate.

    Jose's professional designations are Chartered Life Underwriter® (CLU®), Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), Chartered Financial Consultant (ChFC®) and Certified Portfolio Manager (CPM®).

    He is enthusiastic about helping clients achieve financial independence. Collaborating with his son’s Adam and Nick offers a unique perspective into the complex needs of the multigenerational families they serve. He believes in empowering others by giving them the tools and knowledge they need to fulfill their potential. They will design custom financial plans built around the time-tested principles of diversification and a long-term investment view.  

    Jose has deep industry experience, and has earned multiple wealth planning accolades over the 38 years he has been in the industry. In 2022, 2021, 2020 and 2019, Forbes/SHOOK recognized Jose as an industry leader, naming him a Best-In-State Wealth Advisor for his compassion, work ethic and commitment to clients.  

    Outside the office, Jose leverages his industry knowledge and applies it to areas he is passionate about such as baseball, golf and his Hispanic heritage. Having serviced on the investment committee for the Hispanic Federation for 16 years and presently serving as the Chairman of the Investment Committee for the Jackie Robinson Foundation, Jose always remembers his roots and continues to philanthropically stay involved in the local communities he grew up in the New York City area. 

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Chartered Life Underwriter®
      • Certified Investment Management Analyst®
      • Chartered Financial Consultant
      1819 Main Street
      Suite 900
      Sarasota, FL 34236
    • Warren Colbert

      Colbert Wealth Management Group

      Senior Vice President–Wealth Management

      Financial Advisor

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      • CA
      • CT
      • DC
      • DE
      • FL
      • GA
      • IN
      • MA
      • MD
      • ME
      • MI
      • NC
      • NJ
      • NY
      • PA
      • SC
      • TN
      • TX
      • VA
      • WI

      Warren is a senior partner of the Rivera Colbert Wealth Management Group. Senior member of the Colbert Wealth Management Group. Four plus decades of financial services experience, including tenures at PaineWebber, Inc. and Kidder, Peabody & Co.  A wealth management advisor that provides financial-estate planning and investment solutions through a consultative and direct portfolio/account management approach.  Past positions held include Commodity Principal and Tax Shelter Manager. Designation: Certified Investment Management Analyst (CIMA®) achieved at the Wharton School.  Extensive philanthropic Board experience including: Current – Chairman, Board of Directors, The John and Mable Ringling Museum of Art Foundation;  Museum Advisory Committee member to the Board, The Sarasota Art Museum; Past - Lincoln University, PA, Trustee, 2000-2013; Advisory Board Member for Lincoln University’s Center for Banking, Finance and Entrepreneurship;   Former Chairman of the Board, Green Chimneys Children’s Services and Schools; and more.  Received the 2006 Proclamation from the City Council of New York City for Community Service.  An avid art enthusiast and collector that enjoys unique travel experiences and photography.

      • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • Certified Investment Management Analyst®
        • Wealth Advisor
        299 Park Avenue
        New York, NY 10171
      • Adam Rivera

        Adam Rivera, CFP, CLU, ChFC

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • IL
        • IN
        • KS
        • KY
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • PR
        • RI
        • SC
        • TN
        • TX
        • VA
        • VT
        • WA
        • WI
        • WV
        • WY
        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
        • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • Erivan K. Haub School of Business at St. Joseph's University in Philadelphia, Bachelor of Science degree in Finance
        • CERTIFIED FINANCIAL PLANNER™
        • Chartered Life Underwriter®
        • Chartered Financial Consultant
        299 Park Avenue
        New York, NY 10171
      • Nick Rivera

        Nicholas "Nick" Rivera, CFP, CLU, CAP

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • IL
        • IN
        • KS
        • KY
        • MA
        • MD
        • ME
        • MI
        • MO
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • PR
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI
        • WV
        • WY
        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
        • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • Lehigh University, cum laude with a Bachelor of Science degree in Finance
        • CERTIFIED FINANCIAL PLANNER™
        • Chartered Life Underwriter®
        • Chartered Advisor in Philanthropy®
        299 Park Avenue
        New York, NY 10171
      • David Maldonado

        David Maldonado, CFP, CLU, ChFC

        Vice President–Wealth Management

        Senior Wealth Strategy Associate

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        • CA
        • CT
        • DC
        • DE
        • FL
        • GA
        • IA
        • MA
        • MD
        • MI
        • NC
        • NJ
        • NY
        • PA
        • PR
        • SC
        • TN
        • TX
        • VA
        • WI
        • WY

        David began his career as a financial professional in 1999. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®) and a Chartered Financial Consultant (ChFC®).  His role in the JMR Wealth Management Group is to oversee portfolio management, estate planning for clients and prospects by working with their other trusted advisors to formulate a concise wealth management plan. He is a Magna Cum Laude graduate of Baruch College with a Bachelor of Business Administration in Finance and Investments. He is an active member of the community and supports philanthropic causes.

          • Baruch College , Bachelor of Business Administration in Finance and Investments, Magna Cum Laude
          • CERTIFIED FINANCIAL PLANNER™
          • Chartered Life Underwriter®
          • Chartered Financial Consultant
          299 Park Avenue
          New York, NY 10171
        • Melinda Cavalier

          Melinda Cavalier

          Senior Client Associate

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          • CA
          • CT
          • DE
          • FL
          • IA
          • MA
          • MI
          • NC
          • NJ
          • NY
          • PA
          • PR
          • SC
          • TN
          • TX
          • VA
          • WI
          • WY

          Melinda began her career in the financial services industry in 1989. She currently heads the marketing efforts for the JMR Wealth Management Group. Melinda works with the team to support and grow the assets under management of high net worth individuals. She manages the group's strategic client acquisition marketing efforts. Melinda is Series 7, 66 and 31 certified. She lives in Rutherford, NJ with her husband, Brian.

                299 Park Avenue
                New York, NY 10171
              • Lily Martinez

                Iliana "Lily" Martinez

                Senior Client Associate

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                • NJ

                Lily Martinez is a Senior Client Service Associate and Operations Manager for the JMR Wealth Management Group. She oversees all daily operational matters and is dedicated to excellent customer service. Her efficiency and dedication to providing personal and responsive service, while helping to inform and educate clients is key to the JMR Wealth Management group's servicing model. Lily worked at Morgan Stanley for 16 years in various capacities including a Reorganization Support Specialist, Senior Sales Assistant and in her most recent role as Senior Registered Client Services Associate. She has her securities Series 7 license. She resides in Maywood, New Jersey with her husband Joe and two children Jonathan and Kiara

                 

                      299 Park Avenue
                      New York, NY 10171

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