Richardson Private Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, Inc.
Client Satisfaction 5.0 / 5 rating based on 8 reviews 100.0

  • Financial confidence

    To see where you stand across key financial areas, take the 3-Minute Confident Retirement® check.
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  • How we work

    We take the time to understand what’s important to you and deliver personalized advice.
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  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Your complimentary consultation begins with a candid conversation about your financial goals for today and the future. The initial focus is aimed at determining your present financial status and your current progress toward your goals.

    • Accumulator (5 or more years away from retirement)
    • Pre-retiree (within 5 years of retirement)
    • Retiree (currently retired)

As a client, our team of skilled advisors can help you:

    • Balance living your life today while saving for tomorrow if you are an Accumulator;
    • Navigate transitioning from Accumulator to retirement if you are a Pre-retiree; and
    • Manage living your dreams while preparing to leave a legacy for your loved ones if you are currently retired.

Our approach goes beyond advisory meetings and outstanding client service. The client experience includes invitations to events of interest including: financial informational seminars, lifestyle webinars, bring-a-friend events, and community service and volunteer opportunities. We provide you with this multi-faceted approach because we believe that your active engagement coupled with the help of our advisory team makes the road to retirement an enlightening, fun, and overall fulfilling experience.

Events

Health, wealth and a confident retirement

With the markets and economy changing all the time, you may feel less than confident about reaching your retirement goals. This seminar will offer tips and strategies that can help you:

  • Plan to bring your retirement dreams and goals more within reach.
  • Understand how financial and physical health may be intertwined.
  • Learn ways to generate dependable income that could last through your whole retirement.

How the 2017 tax laws may impact you

During this complimentary seminar, we will discuss:

  • An overview of the 2017 tax law
  • Provisions of the 2017 tax law
  • Next steps and how to work with your advisor to assess your situation

Sending your child to college

During this complimentary seminar, you’ll learn ways to:

  • Define a college saving goal that is right for you.
  • Determine today’s cost and various payment options.
  • Balance retirement and college savings.
  • Understand what goes into college saving and college spending.
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Honored to be recognized in Forbes

We’re proud to share that James Richardson has been named the Forbes Best-in-State Wealth Advisors list, 2019, for the state of North Carolina. It’s a comprehensive ranking of top-performing advisors from all 50 states and the District of Columbia, and James is honored to be included as he truly enjoys helping his clients achieve their financial goals. Thank you to our clients for your trust and the continued opportunity to work with you.

Our videos

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Familiar Face
Familiar Face

If your financial advisor saw you on the street, would they recognize you? Developing a relationship with an advisor who knows you and understands what’s important to you can help you live more financially confident. Visit Ameriprise.com/brilliant. ()

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Choices
Choices

Everyone has different financial goals and priorities. The right financial advisor can offer personalized, comprehensive advice that helps you prepare for what’s expected in life and even what’s not. Visit Ameriprise.com/brilliant to learn more. ()

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Trust
Trust

The best relationships are built on trust. Developing a long-term relationship with an advisor who understands your goals and provides comprehensive advice can help you feel confident your financial future is secure. Visit ameriprise.com/brilliant to learn more. ()

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Financial steps to take at any age
Financial steps to take at any age

Ameriprise Financial’s recent Ages, Stages & Money study explores how people’s financial journey is shaped by age and life stage. In this video, Marcy Keckler shares tips to help individuals feel more (1:36)

The Ameriprise difference

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Gauge your retirement readiness

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Staying on track when markets are volatile

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)