About RiverStone Wealth Management
With more than 50 years of financial planning and tax advisory experience, the RiverStone Wealth Management team leverages industry relationships to provide a comprehensive, independent financial solution to clients.
Wesley W. Creese
Wesley W. Creese, CPA, has been guiding wealth management decisions for high net worth clients for more than two decades. He is known for his well-rounded approach to investment decisions, taking into account a client’s total financial picture. Clients appreciate his honest, straight-forward financial guidance.
Wes founded the CPA firm, Creese, Smith & Co in 1996. He sold his controlling interest in the firm in 2014 in order to concentrate on financial services. Wes has been a registered representative offering financial planning and asset management through Hefren-Tillotson, Inc. for more than 20 years. While continuing to utilize the resources and technology of Hefren-Tillotson, Wes formed the investment advisory firm, RiverStone Wealth Management, LLC., to provide a comprehensive and independent financial solution to clients. The team at RiverStone offers tailored, forward-thinking solutions which allows Wes to integrate investment and tax efficiency planning to advise the best course of action for a client’s entire financial profile.
A dedicated business mentor and involved community member, Wes participates in numerous service industry and nonprofit organizations. He is currently an Elder at North Sewickley Presbyterian Church and chairs both the finance and capital campaign committees. Wes is also a board member at Pine Valley Bible Camp, a summer camp for disadvantaged inner-city youths. He has served on the North Hills YMCA Partners in Youth campaign and the Annual Fund board of Westminster College. He has participated in several mission trips to South Africa, raising funds and building schools and churches in remote regions of the country.
Wes has also received recognition for his efforts on improving small businesses and is a winner of the US Small Business Administration Small Business Accounting Advocate of the Year Award for the State of Pennsylvania. Wes is a member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants. He is a graduate of Westminster College with a double major in accounting and mathematics.
Josiah D. Hoffman
Known for his keen ability to creatively analyze and illustrate complex investment options, Josiah D. Hoffman, LUTCF, has worked as a financial advisor with industry leaders such as Merrill Lynch and MetLife Securities. In 2016 he joined Wes to form RiverStone Wealth Management, LLC. Josiah’s clients appreciate his aptitude for innovative financial solutions. With an interest in public speaking and education, Josiah thrives in environments where he can cultivate an informative atmosphere for his clients, breaking down complicated investment options and navigating his clients toward effective decisions that help protect their financial futures. Josiah advises a variety of high net worth individuals, families and businesses, and enjoys working specifically with Pennsylvania State Troopers and nonprofit 501(c)(3) organizations.
Outside the office, Josiah enjoys serving on the board of the Parkinson’s Foundation of Western PA, and coaching a premier level volleyball team for Pittsburgh Elite Volleyball Association. He, his wife Elissa, and their daughter Liliana, are members and serve in various capacities at Grace Community Church. They like to travel, sing, write, play guitar and piano, and entertain friends at their home in Wexford, PA.
Josiah is a graduate of Grove City College with a pre-med degree in molecular biology. He holds the LUTCF designation, Life & Health Insurance Licenses and Series 7 and 66 securities licenses.