Client Testimonials
The WSMP team has been our financial advisor for over a decade. They have provided our family with sound financial advice that has allowed us to achieve our financial goals for our retirement and our children’s education.
They have always been approachable, responsive to our needs, and trustworthy. We feel fortunate to be clients of such knowledgeable advisors. We know the Richardson Wealth support team always puts the client‘s interest first.
Drs. Gregory and Kathleen K
Working with WSMP has caused an important and lasting change in our financial future due to their personalized strategies, transparency, and proactive approach. Their clear communication makes complex financial concepts easy to grasp, empowering us to make informed decisions.
This approach gives us peace of mind, knowing our finances are in good hands. We highly recommend them for their excellent service and expertise. We trust them completely.
Dr. Christine and Mike D
I am one of WSMP’s first clients at Richardson Wealth, and I am pleased to say that it has been an amazingly positive experience. My advisors are extremely knowledgeable in the area of financial planning and strategic investing. They have taken the time to understand my goals and reflect my interests in all our interactions.
We have quarterly meetings where they highlight my investment performance and provide relevant information on current and historical investment performance. I receive regular investment statements and newsletters to keep me up to date. They are always available by phone to answer any questions.
My investments have been growing at a healthy rate thus providing me with peace of mind knowing that my financial goals are being met and that my money is well managed.
Thank you WSMP. I highly recommend WSMP to anyone seeking a dedicated and experienced investment team.
Cheryl F
My wife and I had been with the same financial institution for nearly 20 years, and for the most part, we were very satisfied with the service and had the benefit of excellent portfolio managers.
When the company was acquired by a national bank, our advisors chose to move to Richardson Wealth Management. Because we trusted them and were so pleased with their service, we decided to follow them.
Looking back, that was one of the best decisions we've made. Our portfolio has shown consistent growth under their management, and we couldn’t be more pleased with our decision.
Bernie and Frances H