Sophisticated Guidance for affluent families

At Descendants Wealth Management of Raymond James, you will find a robust wealth management team providing everything from comprehensive financial planning to customized investment strategies and attentive client care.

We cater to the needs of wealth, not in a stuffy way, but in a warm and approachable manner. Attention to detail is an integral part of how we operate, and we are dedicated to keeping you well informed and educated about the important financial and investment matters in your life.

You will enjoy the benefits of having a Chartered Financial Analyst® and a Certified Financial Planner™ practitioner – two of the world’s most respected financial credentials – collaborating together to provide a full wealth management program specifically crafted for your family’s unique financial situation.

It is for these reasons that we have grown to manage more than $500 million* for over 100 high-net-worth and ultra-high-net-worth families here in Rhode Island, throughout New England and all over the country.

See all the ways we stand out

Meet our Financial Team

Tricia O'Neil
Tricia S. O’Neil, CFA
Managing Director, Wealth Management
Robert Richardson
Robert B. Richardson, CFP®
Senior Vice President, Wealth Management Branch Manager

*Assets under management as of 7/31/2022

“It’s easier to see the big picture of your financial life when every detail has been thoughtfully considered.”
Robert Richardson, CFP® Senior Vice President, Investments

Financial wisdom for your life and legacy

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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