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I have started my retirement process after 50 plus years of employment combined with ongoing education programs. I genuinely enjoy the wealth management industry and the client relationships that I have the privilege to be part of in my daily life. However, now is the right time for me to pass on the baton to a highly qualified, experienced, and capable team of professionals that will assist you in your ongoing wealth management and financial planning goals.
As part of my responsibility to our clients and prospects, I found it necessary to start this process by completing my due diligence on finding an advisory team that has the experience in assisting with a wide range of client service requirements.
This search is now complete, and I can strongly recommend Morson Carson Wealth Counsel here at Richardson Wealth Limited.
The team is co-led by Rick Morson and Susan Carson, who are also life partners, and supported by Stephen Morson (Rick’s son) Debra Nagel and Tianna Franklin. Below is a link directly to their web site with information on each of the team members along with the major strengths and focus of their combined services:
- Comprehensive resources for wealth planning
- Disciplined Wealth/Investment management process
- Financial Planning and Coordination with clients’ other advisors
I feel humbled by the trust that our clients have placed with me at Richardson Wealth over the years and believe that Rick, Susan, Stephen, and Debra and Tianna will meet your requirements equally as well, if not better with their Team to support your requirements.
Please visit Morson Carson Wealth Counsel at:
Morson Carson Wealth Counsel - Your team - Meet Our Team (RichardsonWealth.com)