Wealth planning for your financial well-being

Every day professionals are called on to offer guidance and advice that directly impacts their client’s well-being. We see this with healthcare professionals especially, a client-base we specialize in. It’s a selfless profession that requires decisiveness and expertise as well as an acute understanding of human nature. However, focusing on running a medical or dental practice or business can erode your ability to focus on your own professional and financial well-being.

You need support too. Find out how 

We provide holistic support for our clients. We have over 30 years of experience helping healthcare professionals and wealthy families like you:

• Decide if incorporation is the best way to protect your assets and optimize your taxes then we execute a strategy that fits your unique needs

• Navigate the needs of family wealth and put in place a financial plan that meets your retirement goals

• Transition your practices as you plan their succession

• Work with your outside counsel and draw from the expertise of Richardson Wealth’s inhouse estate, tax, and insurance professionals

We’re focused on your total financial well-being so you can focus on your life and your practice.

The next generation of wealth.™

Protecting and enhancing what's most important to you.

Let's face it, when it comes to wealth, it's not about how much you have - it's about how money helps you achieve your goals and expectations.

It's also about controlling what you can and protecting what you can't. And that's where we can help. Over the years, our team has been building long term relationships to help families and entrepreneurs achieve success - in other words - live life. On their terms.

Our team works with you to understand your goals and priorities. We'll tailor an investment strategy and implement solutions designed to maximize returns while minimizing tax and risk. As part of your Advisory team, we engage our in-house Tax & Estate Planning professionals who will develop a holistic Wealth Plan for you to address any estate, tax, philanthropy, insurance and business and farm succession needs you and your family may have.

Our promise is to strive for excellence and to continue earning your trust.

Please contact us to learn how we can help protect and enhance what's most important to you.