Rich is a veteran financial planner with more than eight years’ experience helping families build wealth and move toward financial goals. He started his financial planning practice in Maplewood, Minn., in the summer of 2002 working with a large national brokerage firm.

Over the years, Rich has shifted his practice toward fee-based financial planning to better focus on meeting client’s financial needs. Rich’s practice stresses wealth building strategy and tactical asset management to protect principal and reduce risk. Rich joined Capital Wealth Management to deepen his fee-based financial planning practice and to operate independent of any large firm’s marketing or product focus. By working with Richard in an independent firm, clients receive advice free from any conflict of interest. Clients may engage with Rich for a comprehensive financial planning process or asset management services. Fees are charged by the hour, flat rate or as a percentage of assets under care.

Rich currently holds the Accredited Asset Management Specialist^SM or AAMS® designation. He has completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues passed an end-of-course examination testing his ability to synthesize complex concepts and apply theoretical concepts to real-life situations. This knowledge is used to effectively analyze and recommend asset management strategies that take into account your entire financial picture.

Organization Member: 

Chair, White Bear Avenue Business Association
Member, Financial Planning Association
Member, FPA Minnesota
Member, Business Network International– Highlanders Chapter
Alumni, College for Financial Planning/
Accredited Asset Management Specialist^SM designee
Chair, St. Matthews Catholic School Education Advisory Committee
Member, Saint Paul East Parks Lions Club
Assistant Scout, Master Boy Scout Troop 248
Alumni University of Illinois at Urbana-Champaign Dedicated soccer dad