Company: Richardson Wealth
We work closely with business owners and their families to achieve financial goals. By employing a diverse toolbox that includes a range of investment options, tax and estate planning strategies, corporate compensation models, and insurance offerings, we develop holistic solutions that address all aspects of your needs.
To drive better outcomes, we liaise directly with a deep network of professionals, including our in-house tax & estate planning experts, as well as your own outside advisors. Our objective is to bring these moving parts together in a concerted manner to ensure a fully aligned and integrated solution.
Combined, our senior partners bring more than 85 years of investment leadership to clients, with the experience
needed to offer advice on today’s complex landscape.
Chris Housepian CPA, CMA, CFP®, CIM
Vice President, Portfolio Manager, Investment Advisor
Justin D. Caldwell BA (Hons)