Richardson Private Wealth Advisors: An Ameriprise private wealth advisory practice serving the Raleigh, NC area.

Richardson Private Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.8 / 5 rating based on 5 reviews

  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

    Contact us

  • Attend a webinar

    To learn more on a variety of financial topics.

    RSVP today

  • Crunch the numbers

    Use our financial calculators to explore various saving, investing and tax scenarios.
    View calculators

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.

Request a consultation

Events

The SECURE Act - Five Key Considerations

Learn how the SECURE Act - Setting Every Community Up for Retirement Enhancement - enacts significant changes to the nation's retirement system. During this complimentary session, you'll learn about:
  • The new age requirements for RMDs
  • Distribution options for beneficiaries
  • Age limitations on traditional IRAs
  • Flexibility around 529 plans
  • Changes to rules around retirement distributions for births and adoptions

Four Trending Investment Topics

It's not unusual for financial topics to make headlines and trend on social media -- but trends and smart investing don't always mix. In this session we’ll discuss four “hot” investment topics and what they mean for you and your portfolio, including:
  • Cryptocurrency
  • Meme stock
  • Real estate
  • Commodities

Plan for the Future. Maximizing Your Social Security Benefits.

Will Social Security provide the retirement income you need for life? This complimentary session will explain:
  • Whether Social Security can provide the income you need when you retire
  • How to make the most of your Social Security benefits
  • Sources of retirement income beyond Social Security

View all events

Honored to be recognized in Forbes

All of us at Richardson Private Wealth Advisors would like to congratulate James M. Richardson on being named to the 2021 Forbes Best-in-State Wealth Advisors list. This list recognizes advisors who excel at helping clients achieve their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

Our videos

4 videos
close
Now Playing
view my video
 
2023 outlook: What’s ahead for investors?
2023 outlook: What’s ahead for investors?

As the first quarter of 2023 kicks off, Ameriprise Financial experts discuss what to watch for in the new year, as well as strategies for investors to consider. (7:40)

Now Playing
view my video
 
Recommended by over 9 out of 10 clients
Recommended by over 9 out of 10 clients

More than 9 out of 10 clients are likely to recommend us. Why? Because the financial advice we provide is personalized to them and their needs, helping them build more than just their portfolios. It helps them build their financial confidence. (0:30)

Now Playing
view my video
 
Advice to Help Reach Your Goals
Advice to Help Reach Your Goals

No matter what your financial goals are, personalized advice can help you reach them. Our advisors know the markets, but more importantly, they know you. Our advice is customized to help you build your financial confidence along with your portfolio. (0:30)

Now Playing
view my video
 
Exceptional Client Satisfaction
Exceptional Client Satisfaction

Personalized financial advice from an advisor who understands you and the markets does more than help our clients reach their goals. It helps us get a 4.9 out of 5 overall satisfaction rating. (0:15)

The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.
Refer us
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.

view commentary
 

Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)