For the past 35 years, Valerie Wowryk has been providing highly personalized service to a select number of clients who recognize the need and benefit of having a senior investment professional on their advisory team. Her extensive experience includes working with management boards, executives, entrepreneurs and prominent families.
The Wowryk team works with its clients who have already accumulated wealth and whose goal is to preserve and grow capital in line with their personal investment requirements and constraints. They offer a well thought out, thoroughly researched customized investment process and a superior level of personalized service.
As part of their clients’ Advisory team, the Wowryk team engages Richardson Wealth’s in-house Tax & Estate Planning professionals who will develop a holistic Wealth Plan for clients to address any estate, tax, philanthropy, insurance and business and farm succession needs.