Next generation

As stewards of your family’s wealth and transition specialists, we are here to guide your legacy from one generation to the next. Through comprehensive planning and the support of Richardson Wealth’s team of in-house tax and estate planning professionals, we will develop a comprehensive, tax-efficient strategy for managing your family’s wealth.

Preserving your legacy is our priority

We offer guidance and insight to educate and empower all of your family members, from grandchildren to grandparents, to comprehend the value and importance of their financial future. Charitable giving and philanthropy or ensuring the transfer of your values alongside your hard-earned wealth are just some of the strategies we share.

And for clients with $10 million and more in investable assets, we offer full concierge service through Richardson Wealth’s Private Family Office. 

You can trust us with your legacy.


With your help I feel so much better about my retirement. You have surpassed all my expectations. You also have a truly excellent and dependable team.

Also, I am so very grateful for your kindness, compassion and all the time you have given me during my difficult situation. You go far beyond Broker service!!!

— Ellen M.