Harrold Counsel

Family wealth planning built on trust and advocacy

We plan because so many of life’s most memorable moments — both the challenges and the successes — are unpredictable. That is what wealth planning is: it’s the decisions that carry you through moments that are uncharted. Advising clients through these times comes naturally to Darren. For 15 years, he has built lasting and deep relationships with clients, relationships built on trust and advocacy, a shared passion in working towards a vision, with sound advice and planning to help you achieve your goals.

Our team is driven by getting to know you as a client. Understanding the way you see your life, your goals, your dreams, the things you want to do — and turning those ideas into plans. It takes diligence and strategy. It takes a goal-driven investment portfolio and tax and estate planning expertise, retirement planning and the right insurance at the right moments. We work with high-net-worth individuals and families, small business owners and entrepreneurs.

That’s who we are, that’s what we do. We plan because it’s impossible to predict. We advocate because it’s in our nature. And we get to know you because we genuinely care about your success.

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


2021 year-end tax planning checklist

Effective wealth planning takes place throughout the year. However, you can take some key steps before the end of the year and early in the new year from a tax-planning perspective that can make a positive impact on your overall finances.

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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

17 January 2022
What is wrong with gold?
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10 January 2022
How does a bull run end?
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January 2022
2021 Recap and 2022 Market Outlook
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Contact

Darren Harrold, SVP, Portfolio Manager

P: 403-260-3824 E: Darren.Harrold@RichardsonWealth.com