At Richardson Wealth, we aim to tailor events to the unique and sophisticated needs of our clients. Our goal is always to provide events that create value by presenting wealth management solutions and opportunities to our current and future clients. Our events focus on unique investment opportunities as well as highly valuable tools to benefit you from a risk management or tax and estate perspective.
Our in-person and virtual events bring together the extensive knowledge and experience of The Ephtimios/MacNeil team and hand-picked experts in the field, while also providing golden opportunities for networking with like-minded individuals.
We know that the road to building your wealth, your family, and your legacy is paved with solid financial knowledge and strategic investment in innovative products.