Mary Ellen Byrne Wealth Management

Financial wellbeing empowered by thoughtful wealth planning

Wealth management is about people. Every aspect of a wealth plan – cash flow considerations, investments, insurance, tax, and estate planning – should align with who you are on a fundamental level. To effectively plan for your future, as your financial planner, we need to know you. We need to understand the things that make you happy and the things that keep you up at night.

Wealth planning is about knowledge, empathy, and trust. It’s about shared values and long-term relationships. At Mary Ellen Byrne Wealth Management, this is who we are and what we do for our clients. 

We’ve spent 24 years guiding clients through the highest highs and the lowest lows. Our select group of clients is made up of business owners, professionals, retirees, high net-worth families and institutional investors. We work with like-minded people who share our appreciation for collaboration and goal-centric planning. We’re strong supporters of our community and empowering women to take charge of their financial health. 

As wealth advisors, we help you navigate both short-term and long-term financial decisions, from cash flow requirements to retirement planning within your investment portfolio. We’re experienced in tax mitigation strategies, philanthropic planning, business succession, insurance planning, and estate and trust services. We work with your outside counsel and professional team including accountants, and lawyers. We also have access to Richardson Wealth’s vast network of tax, estate, and insurance planning experts.

As a team, we all bring unique perspectives, diverse skills, and life experiences and share common values and goals. We love working together and we love our clients. 

Reach out to learn more about our collaborative approach to wealth planning and how we can help you enjoy your life and achieve your vision for the future.