Individual Wealth Management Services

Our individual wealth management clients benefit most from our flexible approach to achieving their unique financial goals. We’ll help you create a custom strategy to achieve your targeted retirement income based on your goals, needs, time horizon and resources.

We Offer:

  • Individualized Risk Evaluation
  • Retirement Goal Identification
  • Diversified Portfolio Design
  • Sustainable Income Strategies
  • Charitable Giving Planning

You and The Richards Group working
toward financial peace of mind.

Our Approach: Fee Based and Independent

We offer fee-based consulting services through Cambridge Investment Research Advisors, a Registered Investment Advisor, and our Broker/Dealer is Cambridge Investment Research, one of the leading independent Broker/Dealers in the US and a registered member of FINRA and SIPC. As an independent Broker/Dealer, Cambridge has no proprietary products, which means we are not affiliated with any bank, investment manager, mutual fund or insurance company. That gives us the freedom to recommend products that are solely in your best interest.

Our fee-based strategy offers the additional advantage of full transparency to you, with no hidden charges or fees. We discuss fees with you up front, and with a fee-based approach you avoid the hidden expenses that can really add up for accounts which are charged on a transactional basis.

Do your investments work as hard as you do?
We work with you to identify your goals and design a personalized, continuous, and disciplined process to get there.

Securities Office Locations

326 Main Street
Norwich, VT
(802) 649-2501

48 Harris Place
Brattleboro, VT
(802) 254-6016
 

Securities offered through Cambridge Investment Research, Inc., a Registered Broker/Dealer, Member FINRA / SIPC. Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc, a Federally Registered Investment Adviser. Cambridge Investment Research, Inc. and The Richards Group are not affiliated and do not provide legal or tax advice.
Investment Advisor Representatives at The Richards Group are licensed and registered to offer products and services in Vermont, New Hampshire, Massachusetts, Connecticut, Maine, New York, New Jersey, California, Colorado and Florida