The Seidman Group

Protect. Prosper. Peace of mind. 

Our mission is to help successful professionals, entrepreneurs, retirees, and foundations achieve more for their families and for others. 

Our clients come to us seeking effectively the same thing: "Make Me Money and Don't Lose It."

From day one, we take a holistic approach by looking at the bigger picture of you and your family’s unique situation. We work alongside you to tailor a roadmap for your specific goals. We dive deep into all areas of your financial wellbeing including estate planning, insurance, charitable giving and tax strategies. 

The wild and arbitrary swings of equity markets are something our clients neither need, nor desire, to experience. We take a conservative, prudent, and measured approach. When different markets are strong, we participate, and when they are not, we insulate. 

The independence of Richardson Wealth allows us to work with impartiality and objectivity. Together with our Tax & Estate Planning professionals we empower clients to optimize their affairs, achieve their goals, and create a legacy for the next generation.

 
"To invest successfully over a lifetime does not require an extraordinarily high IQ,
unusual business insights or inside information.

What's needed is a sound intellectual framework for making decisions and
the ability to keep emotions from eroding that framework.”

— Warren Buffett —

Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


2020 year-end tax planning checklist
Our annual year-end tax-planning checklist is available with important updates, including tax implications of the federal government’s pandemic relief measures.
Start planning early for this unprecedented tax season. Find your checklist here.

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Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

12 April 2021
The path to normal
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29 March 2021
Value continues its comeback
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April 2021
Investor Strategy: Another great quarter to be an investor
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Plan for all possibilities

National Post - January 9, 2012

For those who are active in market and, either through working with an Advisor or on their own through a discount broker, have experience in and an understanding of the markets.

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