With over 30 years of experience, Richard Wutzke is a CERTIFIED FINANCIAL PLANNER™ professional focusing on high net worth portfolio management. He provides sound advice and financial support to multi-generational families, guided by a simple philosophy: put people and service first. Richard believes that life is rich and varied, and your financial plan should reflect that.

Richard tailors solutions to your life goals, focusing on all areas of your financial life. His experience includes pensions, retirement, and succession planning, ensuring comprehensive and personalized financial strategies.

Committed to giving back to his community, Richard serves as the Chair of the Board of Directors at Sherwood Care Nursing Home and actively supports his local church.

A proud husband and father of two sons, Richard enjoys traveling, playing golf, and staying active with his family and friends.