Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Walter Richardson



Walter Richardson is a seasoned Financial Advisor and Strategic Investment Professional with over fifteen years of dynamic expertise in financial advisory and investment strategies. He has a proven track record of adeptly guiding diverse clients towards their financial aspirations. With a strong foundation of fiscal qualifications, an innate talent for effective communication, and a commitment to excellence, Walter stands as a beacon of financial guidance and prudent decision-making.

Walter's qualifications shine brightly as a result of his extensive experience spanning several prestigious financial institutions. He has attracted, educated, and evaluated diverse clients for investment banks, often exceeding expectations through live seminar presentations. His proficiency is underpinned by the Series 7, 63, and 66 licenses he actively maintains in compliance with industry standards.

In his role as a Financial Advisor, Walter's investment experience is marked by significant accomplishments. At Morgan Stanley, he managed assets for high net worth individuals and corporations. His analytical acumen enabled him to offer profitable financial advice to clients in the top tax bracket. Walter's expertise extends to crafting robust investment plans tailored to individual goals through thorough research of clients' financial objectives. His tenure at Vanderbilt Securities further showcased his skills in community engagement, complex financial services, and fostering strong professional relationships. At Wells Fargo Advisors, Walter diversified the client base through referrals from multicultural customers, delivering personalized advice backed by extensive research and understanding.

Walter's commitment to excellence extends to his academic journey, holding an MFA from the University of California, Los Angeles (UCLA) with a focus on film finance. This unique perspective enriches his financial acumen and enhances his strategic investment advice.

His dedication extends beyond finance, seen through affiliations with esteemed organizations like the Black Entertainment and Sports Lawyers Association, The Jonathan Ogden Foundation (Retired NFL Baltimore Raven). Walter's contributions to the community include his active involvement in the UCLA Alumni Association and serving on the Board of Directors for A Place Called Home.

Walter Richardson's journey is defined by excellence, integrity, and a fervent commitment to his clients' financial well-being. His diverse experience, steadfast dedication, and holistic approach make him a trusted partner for individuals and entities striving to achieve financial prosperity.

Client Centered

Client Centered

Whether you are investing to build wealth, safeguard your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.