Christensen Filion Team

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 Filion Team, 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 Filion Team, precise planning for intergenerational wealth.