Richardson Private Wealth Advisors

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Richardson Private Wealth Advisors
Team photo for Richardson Private Wealth Advisors

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Advisors

Advisor photo for James M Richardson

James M Richardson

CFP®, ChFC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit James M Richardson's website
Advisor photo for Timothy Rutt

Timothy Rutt

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Timothy Rutt's website


Team

Marlene Schneider, CRPC

Marlene Schneider, CRPC

Financial Planning Analyst

Qualifications

  • Designation: CRPC
  • Series 7 and 66 Licenses
  • Life, Health and Variable Annuity License
  • Medicare Supplement and Long Term Care License
  • Bloomsburg University of Pennsylvania

Roles & Responsibilities

  • Financial Statement Analysis & Reporting
  • Financial Product Application Development, Review, & Status Management
  • Equity & Fixed Income Trade Production
  • Client On-Boarding Assistance
  • Client Concierge Assistance
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Brenda Peruso

Brenda Peruso

Client Concierge

Roles & Responsibilities

  • Centralized point of contact between clients and advisory team
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