Our team's investment approach

We offer a plan-based solution that focuses on providing clients with personalized wealth management and retirement plans. We strongly believe in preparing for the future through all life's major events so that clients can continue to live the life they desire to now and well into a comfortable retirement.

Selecting strong, reliable businesses, we build diversified portfolios with a long-term perspective under our Portfolio Managed Account (PMA) models.

These PMA models allow us to buy and sell in client’s accounts at our discretion, while allowing clients to see a transparent cost.

Additionally, we have a multi-disciplinary team of professionals at our firm that are experts in tax and estate planning as well as insurance. We rely on their resources to ensure clients wealth, retirement and estate plans are not only complete, but also valuable.

Our comprehensive investment process


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Identify goals

  • What will your wealth help you achieve? 

  • Where do you see you and your family in 5 years? 10 years? 20 years?

  • What does an ideal retirement look like for you?

  • How do you transfer your wealth?

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Personalize wealth plan

  • Tax & Estate planning

  • Retirement planning and income funding

  • Insurance Solutions

  • Business/property succession

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Implement strategies, solutions and resources

  • Implement strategies and solutions specific to you and your financial goals

  • Connect with the resources and professionals (such as insurance consultants, lawyers, accountants etc.) to ensure your wealth plan is comprehensive

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Monitor, evaluate, review

  • Communication and contact throughout the year; in-person annual reviews

  • Customized account reports

  • “MyRichardsonWealth” Online Account access

  • Portfolio and account monitoring