Entrusted with over $1.5 billion of client assets as of 10/1/23, Richards, McMahon, Power & Associates offers a broad range of financial strategies and wealth management services to affluent individuals, families, foundations and institutions. As an essential resource to their clients, the team provides extensive oversight to the complex financial affairs of managing wealth for multiple generations. The group’s comprehensive planning approach includes personalized advice based on a client’s life priorities which produces outcomes that are aligned with specific values and goals. The team also collaborates with clients other trusted advisors to deliver a simplified experience and help clients more effectively achieve their long term financial objectives.
No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.
CEPA®, CFP®, CPFA®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
