Experienced 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.

The Richardson Difference

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 help solve your problems utilizing our proprietary process, The Informed Decision Approach™.

The Informed Decision Approach™

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.

Years Helping Families
Manage Wealth —
We're stable.

Client Families
per Professional —
We're personalized.

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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Wealth Management

Investment Management

We develop carefully constructed investment strategies for each family that take into account their time horizon, return expectations, income needs and risk tolerance.

Financial, Tax, and Estate Planning

We believe that our expertise and focus on all three of these critical elements differentiates us from our competition.

Insurance and Risk Management

Appropriate insurance and risk management strategies are vital components of your financial life. Our experience and expertise are motivators for families to partner with us.

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

Getting started

Getting started with Richardson is easier than you think. We start with a no obligation meeting where we have an opportunity to learn more about each other. The next step is to provide you with a comprehensive review of your tax, legal, financial, and insurance matters that includes specific recommendations. Once you decide to partner with us, we will assist with helping make sure the transition is smooth and requires a minimal amount of time on your part.

Boutique Wealth Management

Our Mission is to provide comprehensive and cutting-edge advice in a personalized and professional manner.

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