Complete wealth leadership

A holistic, disciplined process. We take the time to get to know each client’s complete situation – their financial position, goals, objectives, liabilities, time horizon and preferences – and tailor our financial services to each unique profile.

Portfolio maximization. Our team works closely with SEI Global Fund Services, a multi-manager platform that combines different investment styles and areas of expertise. SEI invests on behalf of many pension funds, corporations and government bodies, managing in excess of $1 billion globally. Their sophisticated team hires and fires money managers based on their ability to generate results and we invest in their funds according to each client’s customized risk tolerance and preference profile. Our clients receive investment leadership that is usually reserved for large institutional investors, while we get more time to quarterback your financial affairs.

Expert tax planning. We enlist the services of top tax advisors and corporate lawyers to help our clients mitigate their tax burdens. Acting as your family’s personal CFO, with your permission we will liaise directly with your accountant to ensure you are invested tax-effectively and do the legwork to streamline your paperwork at tax time.

Financial planning. We help our clients plan a tax-effective wealth transfer to the next generation, make strategic philanthropic choices, put smart insurance solutions in place to protect against income loss and minimize tax, and design sound business succession plans. Working in tandem with the Tax & Estate Planning team at Richardson Wealth, he can address even the most sophisticated needs.

General advisory services. It is the greatest compliment to be the first call our clients make when a crisis occurs, even if it is not a financial crisis. We are happy to provide advice, support and guidance in all of life’s major decisions.