Mathew’s primary goal is to preserve capital and provide growth and income flow while minimizing tax, through ongoing, active monitoring of a properly diversified and allocated portfolio.
Richardson GMP provides a wide array of the industry’s most sought-after products and services, which Mathew maximizes to meet the individual goals and objectives of small businesses, organizations, foundations and corporations. Mathew can also help you with succession plans.
Rest assured knowing he understands that, next to your family, friends and health, nothing is more important than your wealth accumulation and preservation.
Six essential principles:
• Discipline. It is the key to successful investing.
• Using great money managers. They offer you the best chance for long-term performance.
• Retirement planning. It is the essential step to set expectations and achieve future happiness.
• Relationships. Ongoing client communication is the cornerstone of a successful advisor/client relationship.
• Understanding that all financial decisions are weighed in terms of their impact on present and future net worth.
• Risk assessment. When you control investment risk, solid performance will follow.
Contact and reporting
Quarterly face-to-face meetings will be initiated to stay up on your situation and any changes that occur. Depending on your preference, Mathew will provide monthly, quarterly, semi-annual, or annual reviews of your portfolio and progress.
Richardson GMP enables Mathew to meet his commitment to delivering the highest level of tax-efficient investments, strategies and reporting. You will receive a Monthly Market Report via email and a quarterly report through regular mailings. Each January, he reviews both market and client service performance.
Client relationships are of the utmost importance to Mathew. His door is always open. Please do not hesitate to contact his office at any time.