Understanding generational wealth and bridging the gap
The meaning of wealth varies from generation to generation, individual to individual. For someone in the middle of retirement, planning is about preservation and legacy. For a business owner in the early stages of wealth creation, planning is about maximizing growth and protecting the beginnings of that wealth. Each and every client has unique needs.
Grounded in the principals of integrity, trust and integration, we have been working with individuals and families for over 20 years to define their wealth and bridge the gap, not just between generations but between our clients and the experts that can keep their plan on track.
We’re hands-on in our approach. We take the time to build a relationship with you, to understand your needs – where you are, where you’re going.
We’re performance-driven. We leverage diversified portfolios and adapt our planning and strategies to account for both your short and long-term vision.
We’re client-focused. We liaise with Richardson Wealth’s team of in-house tax and estate planning professionals and outside legal and accounting expertise to get you where you want to be.
Integrity. Trust. Integration. These are the keys to bridging the gap. These are the principals that define us.