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.
Suddenly Single Women
Most of our clients are smart and capable women who have lived a good life but something has changed creating financial uncertainty and unwanted anxiety.
Their financial affairs have suddenly become a top priority but their lack of knowledge and confidence has left them fearful about their future.
They want an advisor who speaks their language, listens with empathy and understanding and gently guides them toward financial well-being.
Women's Choice Award
The Women’s Choice Award is the only recognition program, identifying well-qualified advisors and firms who understand and appreciate the importance of women’s financial power in today’s economy by providing the necessary services and experiences to assist her through the different life stages. This recognition confirms our continual committment to our client's financial well-being.
Craig Richman has earned the Women’s Choice Award® for Financial Advisors consecutively since 2014.
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.