Proven Boutique Wealth Management

Why are we a boutique, and why is it important to you? As a boutique wealth management firm, we are big enough to know better, small enough to care more, and are personally invested in your success. We start by listening to your plans, your dreams, and what you hope the future will hold for your family. Then, together with you, we begin to develop a tailor-made financial plan to help you achieve your goals.

Why are we a boutique, and why is it important to you? As a boutique wealth management firm, we are big enough to know better, small enough to care more, and are personally invested in your success. We start by listening to your plans, your dreams, and what you hope the future will hold for your family. Then, together with you, we begin to develop a tailor-made financial plan to help you achieve your goals.

We Understand

You are successful, busy and have accumulated enough wealth that your financial life has become complex. Whether you are primarily self-managing your finances, or you rely exclusively on various professional advisors, you probably have your financial affairs reasonably organized but you lack a comprehensive strategy as your affairs were implemented in a piecemeal fashion over the course of many years. Protecting your family and your financial future is important to you but managing all the intricacies of your wealth is low on your list of priorities.

We understand and fortunately for you we have designed a solution to solve your problems utilizing our proprietary process, The Informed Decision Approach™.

The Informed Decision Approach™
The Informed Decision Approach™
The Informed Decision Approach™
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Our Clients

The families we work with are all unique due to their varied backgrounds, levels of sophistication, and their stages in life. However, they share the common traits of being successful and busy while caring greatly about their family and financial future. So whether you are young and single, a young growing family, empty nesters nearing retirement, a successful business owner, a retired couple enjoying the golden years or a widow/widower moving on after the loss of a spouse, we are here to assist you in reaching your goals.

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Years Helping Families
Manage Wealth —
We're stable.

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Client Families
per Professional —
We're personalized.

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Collective Years
of Experience —
We're seasoned.

Our Services

Investment strategy, tax planning, insurance, estate planning — there is an overflowing number of components to wealth. At Richardson, we believe an all-encompassing approach that is customized is the most effective way to manage your wealth. We believe there is no ‘one size fits all’ approach and that an individualized strategy is key.

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Learn More
Learn More
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Meet The Team

Skilled, experienced and passionate about their work, the Richardson team is comprised of carefully chosen, dedicated professionals with diverse backgrounds that come together to provide a seamless and unique wealth management experience for the families we work with.

Among our professionals, you will find a highly qualified group of individuals holding numerous professional credentials, including:

  • Chartered Financial Analyst (CFA®)
  • Certified Investment Management Analyst (CIMA®)
  • Certified Financial Planner™ (CFP®)
  • Chartered Financial Consultant (ChFC)
  • Certified Public Accountant (CPA)
  • Chartered Life Underwriter (CLU)
  • Tax and Estate Planning Attorney (JD, LLM)
Who We Are
Who We Are
Who We Are