Brumer Seidman Wealth Management

Protect. Prosper. Peace of mind. 

Our mission is to help successful professionals, entrepreneurs, retirees, and foundations achieve more for their families and for others. 

Our clients come to us seeking effectively the same thing: "Make Me Money and Don't Lose It."

From day one, we take a holistic approach by looking at the bigger picture of you and your family’s unique situation. We work alongside you to tailor a roadmap for your specific goals. We dive deep into all areas of your financial wellbeing including estate planning, insurance, charitable giving and tax strategies. 

The wild and arbitrary swings of equity markets are something our clients neither need, nor desire, to experience. We take a conservative, prudent, and measured approach. When different markets are strong, we participate, and when they are not, we insulate. 

The independence of Richardson Wealth allows us to work with impartiality and objectivity. Together with our Tax & Estate Planning professionals we empower clients to optimize their affairs, achieve their goals, and create a legacy for the next generation.

To invest successfully over a lifetime does not require an extraordinarily high IQ, unusual business insights or inside information.

What's needed is a sound intellectual framework for making decisions and the ability to keep emotions from eroding that framework.

— Warren Buffett

Wooden walkway over windy field

Tax & Estate Planning

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

Estate planning

Joint ownership: helpful or harmful?

Understanding joint ownership and getting the right advice can help you avoid surprises, complications, and costly mistakes in your estate plan.

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Train arriving, symbolizing timely insights

Market Research

Get the latest market insights and trends from our internal research experts.

Market Ethos - 28 September 2026

Turning up the heat

Yields are up and markets don’t seem to be bothered, mainly because this yield move is being driven by the good news story of stronger economic growth.

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Investor Strategy - September 2026

Back to the drawing board

Global equity markets moved higher in August following a strong corporate earnings season. Despite solid performance, are we leaning more defensive as markets head into the more challenging fall season?

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