Rick has assisted clients with wealth accumulation, wealth protection, wealth transfer and charitable giving strategies since 1994.
Rick provides wealth management consulting services to affluent and high-net-worth individuals, families, and businesses. He also works with many businesses and professional groups with corporate retirement planning and executive benefits specifically.
In pursuit of continuing education, Rick has completed numerous postgraduate courses in estate and wealth transfer, as well as advanced retirement planning and advanced financial planning strategies/techniques.
In addition, he maintains CFP®, CLU®, AIF®, ChFC® and RICP® designations and has attended The Wharton School. As a Chartered Life Underwriter (CLU®) Rick brings insurance knowledge to wealth management. Rick’s Accredited Investment Fiduciary (AIF®) designation through the Center for Fiduciary Standards certifies that he has specialized knowledge of fiduciary standards of care, specifically applicable within the corporate retirement planning arena. As a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Retirement Income Certified Professional (RICP®), Rick successfully addresses the diverse financial needs of his clients.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS