Transparent. Efficient. Connected.

Connected Wealth is focused on providing investors high-quality, objective and transparent advice.

We all invest with a purpose

Getting the big picture right and positioning portfolios appropriately for the macro environment is essential for building long term wealth.

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Navigate volatile markets

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Investment strategies

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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

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Helping investors reach their long-term goals
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.

Investor Strategy: Whistling past the graveyard (May 2023)
The good news is that even though there are signs that the economy is cooling, it does not look like it is falling over a cliff anytime soon. Three months, six months, or a year from now, is when things may look very different economically. And while we are enjoying this recent market rally, you never know when the market will begin to fret over the economy. When it does, it likely won’t be gradual.

We continue to remain defensive, slightly underweight in equities and slightly overweight in bonds/cash.

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Investor Strategy: Time to play defense (April 2023)
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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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