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To read more about Five Star Professional's methodology for determining winners,
Service, Integrity, Experience and Independence
Our mission is to deliver and execute a comprehensive strategy for our clients, to create a synergistic team environment, to have each member continue to enhance his or her abilities and role within the group, to effectively communicate our abilities to the community, and to efficiently balance our careers with our personal lives.
Richmond Wealth Management focuses on individuals’ wealth ensuring their time is spent on the things that matter most to them. Our team of professionals believes each client relationship begins with integrity. We seek to expand upon that relationship by consistently helping to meet financial needs and continuously strive to transcend expectations. Each financial strategy is tailored to help manage and preserve wealth. The foundation of our practice is our commitment to help ensure that your future is secure.
Our philosophy is a process defining and developing customized financial strategies.
- 24 years of industry experience
- Financial/Retirement planning
- Customized Portfolio Management
Specialties and Interests
- Co-Chair SUNRISE Day Camp
- Executive Board Member JCC- Staten Island
- Past Chairman of The Board Staten Island Chamber of Commerce
- Volunteer coach for 911 Flag Football League
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 2,169 New York City wealth managers were considered for the award; 154 (8 percent of candidates) were named 2016 Five Star Wealth Managers.