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Our approach

Our approach is commission-based and blends both fundamental and technical analytical processes to actively manage your portfolio. We like complex challenges and enjoy finding solutions with unconventional strategies, leveraging Richardson Wealth’s in-house team of tax and estate planning, insurance and financial planning expertise as needed. The end goal is always the same: provide you with the information, expertise, service, and support you need to make your money work for you.

Working with business owners, professionals, and high-net-worth families, we know the value of time which is why we’ve developed a streamlined but in-depth process to work with you. 

Introductory meeting

In this phase, we seek to understand who you are, what your goals are, and how you want your life to look. We develop a robust picture of your current wealth.


The next step of the process is to gather the relevant information and paperwork to develop a comprehensive financial plan and investment portfolio aligned with your unique needs and goals. Drawing from extensive investing experience, we establish the right mix of assets — from individual securities and bonds to more complex tools like structured notes and options.  With Richardson Wealth’s My NexGen Plan software, we can model different financial scenarios to ensure your plan can withstand volatility and uncertainty. 


Once we’ve established a clear financial plan that aligns with your goals and values, we develop an Investment Policy Statement that establishes clear rules surrounding your risk tolerance and how we manage your portfolio.  

Review and rebalance

In this phase we continually review and report on your financial picture, keeping you up-to-date on your wealth and adjusting your portfolio and plan as new needs arise. We prepare your tax slips well in advance and ensure you have everything you need come tax season. Our goal is to manage your money so you can focus on living your life and benefitting from the wealth you’ve worked hard to build.