Richardson Private Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, Inc.
Client Satisfaction 5.0 / 5 rating based on 7 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

Living well today and tomorrow

Actionable strategies and an exploration of options for your portfolio

During this complimentary seminar, you'll learn actionable strategies that can help you:

  • Look at ways to make the most of your income. For example, we'll discuss how to maximize your workplace benefits.
  • Live the life you want today — and in the future — by understanding the basics of developing a smart investment plan.
  • Maintain financial balance by being prepared for risks and unexpected events; we'll outline what types of insurance may make sense for you.
  • Create a meaningful legacy today. For example, we'll identify the most important documents you should have in order.

Taking Control of your workplace retirement benefits

During this complimentary seminar you’ll learn:

  • Why retirement planning matters
  • Investment strategies to consider
  • About your workplace retirement benefits and how they can help you reach your retirement goals
  • Simple steps you can take to control your situation

National Day of Service

Come spend the day making a difference in our community. Please join us for the National Day of Service.

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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.

The Ameriprise difference

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in customer loyalty2
#1
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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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2019 market outlook

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)