There’s so much happening in the world of financial wellness that staying up-to-date on all the new programs, specialized services + latest strategies can feel like a full-time job.

Luckily, that’s what we’re here for.

Today we’re highlighting two types of offerings from Raleigh’s own James Richardson, CFP, ChFC, APMA with Richardson Private Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Ameriprise was also recently recognized as an institutional financial advisory firm by the NFL Player’s Association.

Like Scrooge McDuck, let’s dive into the money:

Winning off the field

When it comes to pro + collegiate sports, having a solid financial strategy is a bit like having a playbook: you really need one. That’s where Coach Richardson comes in.

The financial advisory firm’s comprehensive approach goes beyond traditional investment and retirement planning, providing personalized guidance at every stage of an athlete’s career.

Whether it's managing NIL (name, image, and likeness) money or navigating multi-million dollar contracts, Richardson Private Wealth Advisors can help develop customized financial plans designed to support a player for the rest of their lives, including:

Navigating player contracts, salaries, endorsements, appearance fees, and royalties
Building strategies to organize lump sum payments, build cash flow, and reduce income tax
Guidance on community and charitable organizations to build a lasting legacy

Winning in the workplace

For us non-athletes, Richardson Private Wealth Advisors also offers a comprehensive Workplace Financial Wellness Program built to benefit employees’ financial well-being.

This specialized service partners with small business owners and human resources managers to connect employees with a knowledgeable financial advisor who provides financial education + customized financial planning.

Think of it as a personalized road map to help employees feel more confident about their finances.

This system also benefits employers, who, by prioritizing the financial well-being of their employees, can:

Increase employee satisfaction
Lower turnover rates
Potentially decrease company healthcare costs
Save on financial planning costs

Win with Richardson Private Wealth Advisors

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