About Us

We are guided by a singular purpose - to help physicians/surgeons, dentists and high net worth families seamlessly integrate their financial goals with their life goals.   After all, true wealth isn't just about money; it’s about true financial, family and emotional well-being and independence.  

Our Process

Our holistic approach synchronizes your overall financial picture, giving you the peace of mind that your finances are in good hands.

Giving Back

We believe in giving back to the communities in which we live and work. Individually, and as a team, we’re dedicated to supporting numerous causes and contributing to a variety of organizations.

Our solutions

No two clients are the same. That’s why we take a consultative approach to provide you with comprehensive solutions specifically tailored to manage your wealth and achieve your goals.

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Medical & Dental Corporation Advice

You’ve incorporated your practice, but are you making the most efficient use of this structure? 
We can help you identify opportunities to make the most of your accumulated capital – and build wealth.

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Tax planning

As your wealth grows, your tax situation typically gets more complex. Our holistic planning approach helps you create a financial plan that not only achieves your financial goals but also helps minimize your overall tax burden –now and in the future.

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Estate planning

As a medical/dental professional or high net worth family, you have unique requirements and significant assets to manage. We can help you take the right steps to minimize the impact of taxes on your estate, while ensuring your legacy wishes are fulfilled.

 

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Our Leadership

Testimonial

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"My family and I began working with the Richie Group in 2004 and my mother is a long-time client. There is no one else out there who has a better grasp of the financial issues physicians face. I am so thankful for the help I’ve received from day one. I have benefited from the Richie Group's advice on structuring my corporation, working with my accountant to ensure an optimal salary and dividend mix and setting up appropriate investment and insurance strategies to build my wealth."

Dr. James Obaji
family medicine

Education Center

IG Private Wealth Management |
When an estate or gift is left to a child, it can be subject to a family property claim if the child later separates or divorces. But, there are ways to protect the inheritance, ensuring your child remains the sole beneficiary.