Our Mission
Our mission is to help guide individuals and families on how to best structure their affairs in order to protect their long term economic and non economic success without having to suffer through the stress of traditional market volatility. In simpler terms we focus on protecting assets, growing assets and positioning assets to minimize unnecessary taxation in the near and long term. We welcome individuals and families with a minimum of $2 million in investable assets.
"Expect the best, Prepare for the Worst. Capitalize on what comes" Z. Ziglar.
Our Three Areas of Strategic Focus.
Our Difference: Independence and Wisdom
At Richardson Wealth, we are independent. This means that our business model is not predicated on selling proprietary or cookie cutter financial products. We simply have the freedom to offer effective unbiased solutions that our clients deserve. In addition to having the choice of solutions to help clients, we also leverage the collective wisdom of our unbiased wealth management team. Included on our team is Richardson Wealth's Tax and Estate Group whose mandate is to work with you, your accountants and lawyers for both your simple and complicated planning circumstances.
Our uncompromising values
- Professionalism: Competency, accountability, transparency and high emotional IQ
- Respect for the individual: Young, old, successful or less fortunate. Treat others how you would like to be treated.
- Solution-orientation: A positive solution-oriented outlook in addressing all challenges allows us to make more effective decisions.
- Quality of life: For our clients, our kids, and future generations. "Wealth is the ability to fully experience life" H. D. Thoreau