There are no traffic jams on the extra mile.
We are committed to building relationships based on integrity and trust.
Our priority is protecting your interests and helping you meet your wealth management goals.
This Client Service Pledge is our commitment to ensuring we have a mutual understanding of our respective roles and responsibilities.
Together, we will develop a comprehensive plan to help you achieve your long-term goals. As part of the process, we will examine investment, tax, estate, philanthropic, insurance and business succession planning needs.
The process begins by developing your personalized Investment Policy Statement (IPS) detailing long-term goals, time horizon, risk tolerance and investment management procedures for monitoring your portfolio.
For families and business owners who may have complex needs, we will draw on our in-house wealth planning team for additional expertise.
This multi-disciplinary group of professionals includes lawyers, accountants and estate planners, who develop the Total Wealth Plan to protect, enhance and effectively transfer your estate to your beneficiaries.
For most clients, tax planning and minimization are key components of planning.
We will evaluate your situation and recommend appropriate strategies including retirement planning, income splitting and integration of various tax efficient investment vehicles.
We are always available to work directly with your other advisors including lawyers and accountants to ensure true integration of solutions
At Richmond Global Wealth, our investment committee continuously reviews the economic and financial marketplace searching for trends and opportunities to protect and enhance our clients’ wealth. As a result of their findings we often develop new and exclusive product offerings.
We will monitor your account making appropriate recommendations to reflect changes in financial and economic conditions, legislation, as well as your personal circumstances.
We are available to assist and help with your inquiries. We promise to return phone calls and emails the same day.
We believe in personalizing communication requirements for each client. You choose what information you would like to receive, how you would like to receive it and how frequently.
We believe in keeping you informed and are always available to help review and interpret the reporting you receive, including:
We can only develop a comprehensive plan when we work together. To ensure we develop the best possible plan, it is imperative that you feel comfortable disclosing all aspects of your financial situation. This will allow us to explore and develop an effective investment portfolio that is appropriately customized to reflect your unique goals and objectives.
If your financial or life situation changes, as it inevitably will over time, let us know immediately so that we can review your plan and provide recommendations where necessary. We would also encourage you to ask questions or address any concerns you have so that you are always comfortable with your portfolio and our relationship.
We will keep you abreast of any solutions or strategies that may benefit you. We trust that you will consider our recommendations and provide us with your feedback.