Successful families

Successful Families

Wealth Management
   Family Protection    Estate Planning   Philanthropy


Over the past nearly 30 years, we’ve guided successful families through life’s milestones, offering support whenever life and livelihood intersect. It takes commitment and hard work to build a successful legacy that extends to your children, grandchildren, and beyond. As a husband-and-wife team, we know all too well the importance of family. We prioritize our own and we’re here to help you prioritize your family. 

Through comprehensive wealth and investment planning and support from Richardson Wealth’s in-house team of tax, insurance, and estate planning experts, we coordinate with your outside counsel to ensure no part of your life or legacy is overlooked. Whether that’s executing philanthropic goals, preparing the transfer of wealth between generations, or ensuring a successful retirement, we’re here to focus on the financial elements so you can focus on what’s most important: family. 

Contact us to learn more about how we can equip you to pass on your legacy and raise the next generation of investors.