WSMP Wealth Management Group

Comprehensive wealth management for physicians, incorporated professionals and their families

At WSMP Wealth Management Group, our clients are decision-makers and experts in their fields. They are physicians and incorporated professionals, entrepreneurs and families. Our clients are driven and goal-oriented and value the advice of trusted advisors. They want a team that takes the time to get to know them and that empowers them to make the right decision at the right time, so they can see the rewards of the wealth that they have worked hard to build.

This is our expertise: thoughtful, goal-focused planning. Each member of the WSMP Wealth Management Group brings a unique perspective and intuition to every client relationship. Collectively, we have decades of experience in financial planning, portfolio management, securities trading, tax, estate and insurance planning for incorporated professionals. We have built careers at some of the largest financial institutions and wealth management firms in the country, and now have brought these perspectives together as the WSMP Wealth Management Group. We are diverse in our outlook but unified in our philosophy: wealth planning should be personal, comprehensive, and proactive. This provides our clients with peace of mind, so that they can focus on the things that matter most to them.

At Richardson Wealth we have access to an industry-leading team of tax, estate and insurance experts, giving us the resources to tackle any client request, no matter how challenging. We have complete autonomy to act in each client's best interest, and we are never pressured to recommend a certain product or service.

We are WSMP Wealth Management Group: Comprehensive wealth management for physicians, incorporated professionals and their families.

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Tax & Estate Planning
Strategies 

 

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

 

Should you help your adult child buy a house?

Your children may have the income to cover the cost of mortgage payments & home upkeep, but more parents are giving their kids financial gifts for a down payment in today's housing market. Should you?

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Market research
Insights

 

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

Market Ethos

13 May 2024
Getting positive on Emerging Markets
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29 April 2024
Earnings riding a wave of optimism
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Investor Strategy

May 2024
Goldilocks and the bad news bears
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