Connected Wealth - A true partnership to achieve your investment goals.

Connected Wealth, Richardson Wealth’s asset management service, is all about strong relationships. Our advisors serve as expert guides, working in true partnership with clients to provide complete clarity about how and where their money is at work.

Transparent: It’s your money and you should know at all times what you own and how it is being managed. This means complete transparency, at all times, about how we manage your money down to the individual strategy and position.

Efficient: In wealth management, costs and taxes matter. Our blended approach minimizes costs by combining cost competitive active management and low cost passive strategies.

Connected: We believe working in partnership with clients and advisors helps deliver objective and quality advice on asset allocation, manager selection or portfolio management. Our Purposed Asset Allocation overlay enables investors to better connect their investment objectives and how their money is invested.

Latest Blog Posts
Market Ethos - Little trouble in big China matters
Author: RWL
China’s equity market and economy have been under pressure of late. Should we be concerned for the broader global markets and economy?... Read more
Investor Strategy: AI can’t rescue summer doldrums (Sept. 2023)
Author: RWL
August was a difficult month for both stocks and bonds. Rising rates tightened financial conditions and sent both asset classes into... Read more
Market Ethos - What happens after the peak?
Author: RWL
Each year since 1978, the Federal Reserve Bank of Kansas City has sponsored a symposium on an important economic issue facing the U... Read more
Market Ethos - Sometimes good news isn't good after all
Author: RWL
Markets enjoyed a great advance in June and July, thanks to a number of factors. Certainly, some hype around AI helped a few of the... Read more
Market Ethos - Economists vs analysts
Author: RWL
Here we are again, closing out Q2 earnings season for the U.S. and Canadian equity markets. The S&P 500 is now over 84% complete and... Read more


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Investor strategy 


A monthly publication designed to provide investors and advisors with a recommended roadmap on how to allocate investments in today's market to reach their long-term goals and manage risk.

Click here to access the current Investor Strategy 

Investor Strategy: Whistling past the graveyard (May 2023)
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Investor Strategy: Time to play defense (April 2023)
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for a copy of the report


Investor Strategy: Looking through the zigs and zags (March 2023)

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Rent this rally, don't buy it (February 2023)
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2023 Outlook - Bear Market End Game (January 2023)

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Daily market commentary - The Launch Pad