Our job is to make your life easier

Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, I’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. And I’ll do the same for you. I can offer you an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

We have the knowledge and depth to help meet your needs. We consider each client relationship special and each client unique, and always strive to provide custom strategies to fit the needs of individual situations.

Our team helps you craft a financial plan designed to achieve your unique long-term goals. We implement a customized investment strategy that will help you achieve those goals. Our comprehensive service enables us to assist you and your family with all your administrative needs.

Our Team

Get better acquainted with us and how we can help you

Descendants Wealth Management

Pictured from left to right:
Robert B. Richardson, Tricia S. O'Neil

Being here and knowing you enable us to be a trusted partner you can count on. You know the reasons you’re working so hard. We want to know them as well – and help you plan for all you want to achieve.

It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kiyosaki