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We are honored to be recognized as one of Forbes Best-In-State Wealth Management Teams for 2023.

2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com). The Forbes Best-In-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of marketing materials.

About Richmond Wealth Management

Richmond Wealth Management focuses on your wealth, so you can spend your time on the things that matter most to you. We believe each client relationship begins with integrity.

We seek to consistently enhance our relationship by helping meet your financial goals and exceeding your expectations. Your financial strategy will be tailored to help you manage and preserve your wealth. The foundation of our practice is our commitment to helping you ensure that your future is secure.

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.
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Our Envision® process assists you in developing a plan of action and lets us map a realistic financial course designed to help you prioritize and achieve your most important goals through various stages of life.

Plan
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Compared to other practices who try to implement multiple strategies, we use one unified strategy that helps us realize portfolio efficiencies while seeking to minimize costs and stay aligned with your risk tolerance.

Manage
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We believe that proper trust and estate planning is the cornerstone of developing a lasting legacy and transitioning wealth. We think that it is important to engage our client's tax and legal advisors to address these goals.

New Jersey Office

1 Harding Road, Suite 101
Red Bank, NJ 07701

Tel: 732.200.4740
Fax: 732.200.4741
Email: Iglessing@richmondwm.com

Staten Island Office

900 South Avenue, 4th Floor, Suite 69
Staten Island, NY 10314

Tel: 718.370.2500
Fax: 718.908.8872
Email: Dsurmanek@richmondwm.com

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AR, CA, CT, FL, IL, MD, MI, NC, NJ, NY, PA, SC, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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