LIVE LIFE. ON YOUR TERMS
Protecting and enhancing what's most important to you.
In uncertain times, it’s good to know that someone is watching out for you. With over 30 years of experience in financial services, Eric Richards brings a steady hand to the helm for clients wishing to make the most of their wealth while minimizing risk. Eric’s full-service team takes the time to understand clients and develop the deepest mutual trust in order to offer the best customized wealth management plans. Recommending investment products is just the start: detailed consultation, expert investment acumen and value-added guidance are what set us apart.
Supported by our in-house team of financial planning, tax and legal experts, we offer a comprehensive suite of services including financial planning, retirement planning, wealth protection, insurance provision, wealth transfer, investment solutions, capital markets, legacy planning and succession planning.
Our approach to wealth management is grounded in regular communication and review, so you always know exactly where you stand. Because we’re invested not only in your financial success – we’re dedicated to delivering your peace of mind.
Please contact us to learn how we can help protect and enhance what's most important to you.