Meet Our Wealth Advisory Team

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.

We work closely with our clients to build and manage blue chip portfolios using a core investment process which I have developed and refined over the last 25 years.  Further at Richardson Wealth, we provide unrestricted, unbiased advice on a full universe of financial products and solutions using a transparent fee based platform.


Customizing investment portfolios for our 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, we guide and advise our clients through every step of the wealth management process.

For more details on how we can help and how you can learn about our 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.

Market Ethos

23 January 2023
A warning from Wile E. Coyote
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16 January 2023
Are dividends on a power play?
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Investor Strategy

January 2023
2023 outlook: bear market end game
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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.


Year-end tax planning checklist

With the year winding down, review our 2022 year-end tax planning checklist. Take key steps before the end of the year and early into the new year to make a positive impact on your overall finances.

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