Our clients

Dedicated to Long-Term Relationships

"What sets Li apart is his dedication to building long-term relationships with clients. It’s clear that Li is committed to not just managing wealth but also to ensuring that his clients feel confident and secure in their financial futures. I highly recommend Li Yu to anyone looking for a trustworthy and knowledgeable financial advisor. His exceptional service and commitment to excellence make them an invaluable partner in achieving financial success."

- S. J. Draper

TRUSTED GUIDANCE & PEACE OF MIND

"I am so appreciative of how well Li Yu and his team who have managed my investments and given such good advice about my financial decisions.  I am confident in his knowledge and expertise, and thankful that I don’t have to be concerned about what is going on in the markets and around the world. I have recommended Li to a number of friends and family, who have all been very grateful to have found such excellent financial guidance."

- S. Hesp

Personalized Investment Guidance

"Li Yu provides me the detailed information required to assess different investment options to create a portfolio that meets my needs and withstand the normal market fluctuations. As a result, through my retirement, my investments have grown, while providing me the funds to support my lifestyle. His office team are also very knowledgeable and efficient, making all dealings very easy."

- S. Gorman

CONFIDENCE THROUGH EXPERTISE

"Li and his team have consistently demonstrated outstanding customer service and communication, which has earned our trust. My husband especially values Li’s strong technical knowledge and expertise, as he clearly explains the research-based macroeconomic context behind his tax-efficient, risk-adjusted investment recommendations. We feel confident with Li’s team at Richardson Wealth —particularly as we explore alternatives to traditional real estate investing while moving closer to retirement. After more than 15 years of working with Li, we continue to find great value in his proactive guidance and comprehensive insights, which have helped us make informed financial decisions aligned with our goals. "

- S. Madden & R. Crabtree

Sound Advice for a Carefree Retirement

"I am so grateful to now be in a financial position that allows me to enjoy adventurous vacations while I am still fit and able to fully participate, without worrying about the cost. My late, very dear friend, Rob Hesp, and you, Li, have handled my investments with sound and sage advice, allowing me to do this without financially stressing my life plans for the distribution of wealth and inheritance. Retirement can be great fun, and this is a great way to enjoy my golden years, as they say. Best regards to you Li, and all of your wonderful assistants. "

- G. Smith