Supporting you remains Essential

Expect the same exceptional customized wealth management and advice as we work remotely

We want to assure you that Richardson GMP is deemed to provide an essential service. Wealth planning, retirement planning and all other financial-planning and investment advice provided by our Advisors are recognized as an essential service and will continue without disruption.

Like many of you, our firm is following the same social isolation and distancing measures to help keep all of us safe and healthy. We are fully operational as a virtual office remaining in full work mode from our home spaces. That means your Advisory team has the same access to files, accounts and all the necessary information to answer your questions, service your requests and address any issues you may have.

As you deal with the daily challenges of looking after yourself and your family, we want you to know that your financial well-being remains in our capable, reliable and trustworthy hands.

We’re confident that, together, we can continue to navigate the path ahead as we help to build, solidify and protect your financial future.

 

With more than 25 years of experience, Schvarcz Wealth Management has cultivated a personalized, solutions-based approach to all facets of wealth management and cashless exercise of stock options.

Margaret Schvarcz and her team’s ability to navigate the nuances of wealth management and distill the complexities of employee stock options into simple results for both the company and its employees have earned them an international roster of clients.

Whether you are looking for a one-to-one relationship to shape your portfolio, seeking guidance on the world of alternative investments, or wading through a complicated cashless exercise of stock options as an employee, executive, or corporation, Margaret and her team will devise an innovative path to meet your financial goals.

 
Individual Investors
 
Corporations

Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

29 June 2020
What's wrong with my divs?
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22 June 2020
Gold re-up
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July 2020
Investor Strategy: Opening Up
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Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


Business ownership: The complete wealth spectrum
We look at the complete spectrum of your wealth because we recognize that as a business owner, you need integrated, more sophisticated planning: Business solutions in sync with your estate and retirement plans, as well as cohesive insurance, tax and investment strategies. Learn how we can assist you in growing and protecting your legacy.‚Äč

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