Richardson Private Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, Inc.
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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.

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.

The Ameriprise difference

#1
most trusted1
#1
in customer loyalty2
#1
in customer service3

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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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. (0:30)