Lawyers

Professional Incorporation

Retirement Planning

Tax Strategies

Estate Planning

 

As lawyers, our clients are regularly called on to offer their expertise to the benefit of society. There’s a weight to that responsibility as it's so often linked to your clients’ wellbeing. As wealth advisors, we recognize that responsibility and are focused on your financial well-being in the same way you focus on your client all with one goal: to simplify and optimize your financial life beyond your practice so you can focus on what matters to you.

As wealth advisors with extensive experience in working with legal professionals, we offer tailored financial solutions designed to address the unique needs and challenges faced by lawyers. From managing irregular income and tax optimization to retirement planning and estate management, we provide comprehensive financial strategies to help you achieve both short-term and long-term financial goals. Whether you’re in solo practice or part of a firm, our services also include investment advice, risk management, business succession planning, and ensuring a solid financial foundation for your personal and professional future. With a deep understanding of the legal profession, we are committed to helping you navigate the complexities of finance so you can focus on what matters most: serving your clients and growing your career.

We want to ensure your personal time is free of financial strain or worry. We coordinate with your outside counsel and Richardson Wealth’s in-house team of tax, insurance, and estate planning professionals to ensure there’s a solution to even the most complex elements of wealth. 
 

Contact us to find out more about our services, tailored to you and your practice.