Secure Your Future With Total Wealth Management

Creating Generational Wealth

Comprehensive Planning

Experience the Richmond difference

What We Offer

Financial Planning

Understand your cash flow & net worth and receive a personalized assessment of tax strategies.

Business Succession

Find the ideal structure for your business, develop succession and wealth plans, manage cash flows, & credit proof your wealth.

Risk Management

Determine if you are adequately insured and design the best plan for you.

Estate Planning

Validate that you are on track to meet your retirement goals and ensure that you have an estate plan in place.

Meet The People Behind Our Success

Goran Kostic

Managing Director, Senior Advisor

Catalin Zetu, MBA, CFP®, CIM®, RRC®

VP, Advanced Wealth Planning

Support From Our Family To Yours

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