INTENTION
Wealth by Design
Money can offer you the means to live a life of freedom, security, and positive intention. We can help you align your intention for life with the financial advice needed to make it happen.
Money Serves
Money makes a great servant, but a poor master. You should be the master and designer of your life, and your money should help you actualize your intentions.
Money Protects
Money can help keep you safe and secure now and into the future. Security is an important consideration, whether you’re growing your wealth or living off it.
Money Changes
Your financial needs change as your life evolves. When your are experiencing periods of transition, we can help you with knowledgeable financial consulting.
EXPERIENCE
Specialized Consulting
We’re a boutique financial consulting firm with more than 40 years of experience helping clients, especially women experiencing financial transitions. We specialize in creating and executing plans 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.
+ See Disclosure Information
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.
COMMITMENT
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.
solutions
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.
ADVOCATES
Your Experienced Team
Craig Richman,
CLU®, ChFC®, AIFA®, CDFA®
Private Money Manager and Wealth Advisor
Noelle Smithers
Client Relationship Manager
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