4039 Legacy Parkway,
Financial Planning · Investments · Retirement · Insurance
You have goals, we have expertise. Together, we can chart a course to your financial success.
We have always prioritized the safety and financial well-being of our clients and our team, and in these uncertain times, this is no different. We remain committed to creating a safe environment that follows CDC guidelines, enforces best practices.
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.
Please do not hesitate to reach out to us at (517) 219-1900 or via email at email@example.com should you have any questions.
At Richards & Addy Wealth Management, our goal is to help you identify your goals, work with you to develop a plan, grow your nest egg, protect your wealth, and achieve financial freedom. With over 45 years of experience, we strive to provide you with the peace of mind knowing you are on a path toward achieving your financial goals. By providing products and services in a holistic total needs approach, we work as your guide with competence, integrity, and a commitment to our clients resulting in a long-term relationship.
Our services range from financial planning to investment management. No matter what, though, our focus is always you.
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.
Our short videos are engaging and informative and will prompt you with questions to ask your advisor.
Risk Tolerance: What’s Your Style?
The Cycle of Investing
Retiring in a Post-Pandemic World
- Warren Buffet
- Antoine de Saint-Exupéry