4039 Legacy Parkway,
Financial Planning · Investments · Retirement · Insurance
Financial solutions for an ever-changing world
At Richards & Addy Wealth Management, we understand that everyone has unique financial concerns, priorities, and long-term goals. We also recognize that preparing for that next step in life can be overwhelming and the need for a trusted advisor has never been greater.
With 50 years of financial planning experience, Richards & Addy Wealth Management has built a dynamic team and an established reputation of developing long-standing relationships with our clients on the foundations of exceptional service, value, and uncompromised integrity.
We pride ourselves on helping our clients achieve financial freedom; by assisting them with identifying their goals and developing a plan that will help them grow their nest egg and protect their wealth. Our ongoing commitment to serving others reflects our passion for helping our clients enrich the quality of their lives and providing them with peace of mind on their path to financial success.
As we continue to meet with clients in person, we will also continue to offer virtual or telephone sessions to all clients and would be pleased to accommodate this type of meeting, at your request.
We create strategies that are tailored to your needs and goals.
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Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
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