Christensen Group

Precise planning for intergenerational wealth

It takes persistence and determination to build a lasting legacy. And it takes precise planning to preserve your wealth. At Christensen Group, precise planning is our expertise. It’s what has helped establish us as a trusted advisor for all aspects of individual and family wealth.

We look for the things that make you unique – your goals and values, your needs and ambitions – and develop a comprehensive, tax-efficient plan and portfolio that reflects that. Persistence is pinnacle, and consistency is key to our approach. We’re long-term, strategic thinkers with a thorough understanding of wealth planning.

We don’t recommend any types of stocks, bonds, or ETFs that we don’t own ourselves. We design a plan that will keep step with your legacy as it moves from one generation to the next. And we do so with access to Richardson Wealth’s unparalleled team of in-house tax and estate planning professionals.

Christensen Group, precise planning for intergenerational wealth.

Supporting you remains Essential

Expect the same exceptional customized wealth management and advice as we work remotely

We want to assure you that Richardson Wealth is deemed to provide an essential service. Wealth planning, retirement planning and all other financial-planning and investment advice provided by our Advisors are recognized as an essential service and will continue without disruption.

Like many of you, our firm is following the same social isolation and distancing measures to help keep all of us safe and healthy. We are fully operational as a virtual office remaining in full work mode from our home spaces. That means your Advisory team has the same access to files, accounts and all the necessary information to answer your questions, service your requests and address any issues you may have.

As you deal with the daily challenges of looking after yourself and your family, we want you to know that your financial well-being remains in our capable, reliable and trustworthy hands.

We’re confident that, together, we can continue to navigate the path ahead as we help to build, solidify and protect your financial future.

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Tax & Estate Planning
Strategies 

 

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


2020 year-end tax planning checklist
Our annual year-end tax-planning checklist is available with important updates, including tax implications of the federal government’s pandemic relief measures.
Start planning early for this unprecedented tax season. Find your checklist here.

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Train arriving, symbolizing timely insights

Market research
Insights 

 

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

19 April 2021
Bull market year 2 or 12?
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12 April 2021
The path to normal
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April 2021
Investor Strategy: Another great quarter to be an investor
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