The word “solid” resonates strongly with Brian. As the primary client relationship manager and team strategist it is important that clients feel certain that they can rely on him and his team. This extends to well thought out and well researched investment recommendations, regular and accessible client contact through review meetings and ongoing portfolio management, and access to comprehensive wealth planning services.
The most important factor to client success has been the ongoing open communication regarding investment disposition, wealth planning and lifestyle needs. Richardson Wealth provides a wide range of independent thinking and tools that allow Brian to execute on a variety of investment strategies as well as provide clients with a full suite of family wealth management services.