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Experience the Concierge Difference!

Richman Capital Management is a boutique investment & consulting practice dedicated to assisting you to build an exceptional financial life as your caring advocate.

Craig is an advisor who will listen and take the time to understand your concerns, goals and dreams with no judgment. He will help you make informed, intelligent decisions around your money while building a relationship based on trust, transparency and authenticity with effective communication.

We assist you to gain financial security, wealth and independence while creating strategies to fund your aspirations through our investment expertise.

Craig is trained to help you through any life transition such as divorce, retirement, widowhood, inheritance or life transition event.  As a yoga teacher and financial expert, Craig has the patience and empathy to help you move forward toward an extraordinary life.

Whether you’re an executive, professional or retired, our holistic approach to planning will provide you an exciting platform toward a secure and better tomorrow.  Our concierge level service provides you a personal relationship a we manage your capital. Once you experience our devotion to you, you'll never consider managing your financial future at an impersonal bank or financial institution again.

We are proud to be a recipient of the Women’s Choice Award®*: the only recognition program for well-qualified advisors who are committed to the women’s market and serving their female clients.

“The Women’s Choice Award® is for advisors who provide quality service to their female clients and is based on 17 objective criteria such as credentials, experience, and a favorable regulatory history. Financial advisors do not pay a fee to be considered for the award, though have paid a basic program fee to cover the cost of a comprehensive review and client survey.


Womens Choice Award


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Making the Most of Life Insurance Tax Benefits

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