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
A TEAM YOU CAN TRUST
"I have been a client of Li’s since before he took over the team and transitioned to Richardson Wealth. Li, along with Jessica Banka and the rest of the team, are delightful to work with. They communicate clearly and often. They are incredibly responsive and professional. When I submit a request, it is answered and dealt with almost immediately. I never have to worry about anything, and I trust them completely to always put my interests first."
- E. Simons
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
One of our best financial decisions
"We have worked with Li Yu and his team for a number of years. What really stands out for us is that, as we transitioned into retirement, we had some financial anxiety. Li Yu put us completely at ease by building a clear and actionable plan. Li takes time to explain financial markets, and we appreciate his proactive approach and strategies in managing our portfolio. Li has given us peace of mind that we can live a comfortable retirement, as well as planning for succession. Working with Li Yu and his amazing team has been one of the best financial decisions we have made."
- J. & J. MacMillan
Advice Tailored to Our Goals
“We have had a great experience working with Li and the entire team at Richardson Wealth. The staff is always knowledgeable and welcoming from the moment we arrive. Li takes the time to get to know us and understand the goals that our family is working toward. What we appreciate most is that Li teaches us financial literacy along the way, and explains how our investments work so that we feel confident in our financial decisions.”
- J. & D. Marshall
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
knowledgeable GUIDANCE, LASTING CONFIDENCE
"My financial journey began in 1993 with a predecessor of Richardson Wealth. Over the years, as financial markets and the industry evolved, so too did the professionals and teams supporting my financial goals.
For more than three decades, one constant has remained: the confidence, peace of mind, and trust that come from working with a dedicated wealth management team. Today, that same commitment to client service continues with Li Yu and his team.
Throughout that time, I have appreciated the knowledgeable guidance, thoughtful advice, and clear communication provided whenever changes or decisions needed to be made. Their professionalism, responsiveness, and ability to explain complex matters in a straightforward way have given me confidence that my financial affairs are in capable hands.
For these reasons, I feel very comfortable entrusting my portfolio with Yu & Associates Wealth Management.
- D. Cole
professional & personable
"Our experience with Team Li Yu at Richardson Wealth has been both professional and personable. Whenever we have had a question, Li and his team have responded immediately, clearly explaining the answers so we feel cared for and assured."
- C. & K. Fletcher
always informed, always valued
“We have worked with Richardson Wealth for many years. They have always been responsive, professional, and easy to work with. Li and his team always make us feel valued, routinely scheduling meetings to ensure our needs are met, and our questions are answered with complete transparency.
We truly appreciate their commitment to keeping us informed and confident every step of the way.”
- Ben & Nicole