RICHARDSON WEALTH

With more than 40 years of combined experience, we deliver results by taking great care in understanding our clients' financial goals, as they relate to their occupation, family, and recreational desires. We then design customized tax-smart strategies, while proactively anticipating market movements to minimize risk and maximize returns... Supported by a team of in-house experts, we offer a full suite of services; investment and risk management, tax and estate planning, insurance strategies, tax efficient investing, philanthropic giving and succession planning for both businesses and families.

Primary location: Burlington