Rethinking Wealth

Comprehensive wealth and financial management

As a seasoned Portfolio Manager, I provide a strong combination of extensive industry experience across all market cycles and a deep and thorough understanding of all fundamental and technical aspects of the financial markets which the casual investor may not observe.

I work closely with my clients to build and manage blue chip portfolios using a core investment process which I have developed and refined over the last 20 years.  Further at Richardson Wealth, I provide unrestricted, unbiased advice on a full universe of financial products and solutions using a transparent fee based platform.


Customizing investment portfolios for my clients and carefully managing their hard earned wealth are only a few aspects of the work that we do for them.  With support from Richardson Wealth's Tax & Estate Planning experts, I guide and educate my clients through every step of the wealth management process.

For more details on how we can help and how you can learn about my core investment process, please continue on to my website.
 


Train arriving, symbolizing timely insights

Market research
Insights 

 

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

12 April 2021
The path to normal
View article

29 March 2021
Value continues its comeback
View article

 

April 2021
Investor Strategy: Another great quarter to be an investor
View article

Wooden walkway over windy field

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.

View article