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About Us

About Us

Richman Capital Management was established in 1982 with a singular focus on providing sophisticated wealth management to affluent individuals and couples navigating retirement. As a private wealth advisory firm, we combine decades of professional experience with the personalized attention and concierge-level service that substantial wealth deserves. Our long track record demonstrates our ability to guide clients through varying market conditions while maintaining the high standards they expect.

Our Approach
Beyond Traditional Finance – 

A New Era of Wealth Strategy.

We believe effective wealth management extends beyond investment returns. Our personalized approach centers on understanding your desired quality of life and implementing strategies to attain and sustain it throughout retirement. Operating under a fiduciary standard means your interests always come first in every recommendation we make. This commitment to professionalism and genuine care for client well-being defines how we conduct business.

What Sets Us Apart

What Sets Us Apart

As a high-touch firm, we deliver an experience that reflects the caliber of clients we serve. We build deep, enduring relationships grounded in expertise, communication, and responsiveness. Nothing is taken for granted. Your comfort and confidence matter to us, which is why we maintain exceptional accessibility and meticulous attention to detail. Our boutique structure allows us to know each client personally and tailor our services to their specific circumstances.

Our Process
A Disciplined Approach to Your Wealth

Introduction and Discovery

We begin by meeting to understand your situation, assess mutual fit, and determine if our expertise aligns with your needs and expectations.

Comprehensive Financial Analysis

We thoroughly examine your financial goals, current portfolio, income requirements, tax situation, and estate considerations to develop a complete understanding of your wealth.

Strategic Recommendations and Implementation

We present customized strategies tailored to your objectives, then execute the plan with precision while providing ongoing management and communication as your trusted advisor.

Our Commitment 
Meet Your Team

Retirement should be enjoyed, not spent worrying about financial security. We provide the strategic counsel, objective analysis, and ongoing management that allow you to focus on living the life you've worked decades to achieve. Our role is to serve as your trusted advisor, applying our experience and expertise to help you preserve wealth, generate income, and maintain the lifestyle you've envisioned.

Craig Richman

Craig Richman

Private Wealth Advisor

Noelle Smithers

Noelle Smithers

Client Relationship Manager

Experience the Difference of
Boutique Wealth Management

If you're seeking sophisticated guidance and concierge-level service for your retirement years, we invite you to schedule an introductory conversation. Discover how our experience and personalized approach can help you protect your wealth and elevate your lifestyle.

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