Wayne Rich

Background

About Wayne Rich

Client's lifestyle needs, cash-flow requirement, and wealth preservation goals are the foundation of our work. Understanding what matters to our clients is the center of our advice and service. We have extensive experience before, during and after life's transitions:* Births, weddings, deaths, or divorces * Sale, purchase, merger, or transfer of a business * Executive decisions, such as retirement, deferred compensation.* Philanthropic endeavors, managing and consulting services for foundations and endowments, and personal gifting. We work with clients to nurture a balanced approach to life and wealth, encompassing multiple priorities: family, health, career and philanthropy. Families we work with believe strongly that success has many definitions, and we strive to be a critical resource for families as they pursue engaged and fulfilled lives. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.