PRIVATE MONEY MANAGEMENT & FINANCIAL ADVICE
Wealth by Design
Money can offer you the means to live a life of financial freedom, security and purpose. We can help you align your lifestyle with the financial advice needed to make it happen.
Boutique Capital Management
We’re a boutique money management firm with more than 40 years of experience helping clients
prepare for their exciting future. We specialize in managing capital and providing sage advice
that help finance the lifestyle you design. We’ll help you find a way to build and protect the wealth
necessary to realize your dreams.
The Women's Choice Award® (WCA®) Financial Advisor program was created by WomenCertified Inc., being listed is not an endorsement by them or their partners/affiliates and is no guarantee of future investment success. The award is based on 17 criteria: credentials, experience, regulatory history, etc. Advisors do not pay a fee to be considered or listed. WCA® Financial Advisors/Firms represent less than 1% of advisors in the U.S. As of 12/31/2019, of the 542 considered, 169 were awarded, www.womenschoiceaward.com.
Serving Investors Like You
Longer life expectancies mean women have a greater need for comprehensive planning. That’s why it is important to find a financial advisor who is knowledgeable and trustworthy — someone who understands the distinct financial challenges women face and can help them address the obstacles head-on.
Craig Richman has earned the Women's Choice Award® for Financial Advisors consecutively since 2014. This award is the only recognition program for well-qualified advisors who are committed to serving their female clients.
Finding Your Fit
If you’re like many of our clients, you’ve spent your life taking care of others, putting your aspirations on hold.
When we ask many clients what kind of lifestyle they envision, it’s often hard for them to answer. That is because they’ve lost touch with their dreams.
Our mission is to help connect you with your lifelong goals again. It’s time to live the life you desire. We seek to help uncover your dreams and make them reality.
Your Experienced Team
CLU®, ChFC®, AIFA®, CDFA®
Private Money Manager and Wealth Advisor
Client Relationship Manager
Start Living Your Dream
Schedule a consultation to learn more about
how to design, build, and finance the lifestyle
you’ve always dreamed of.