Testimonials

“For the past 9 years, we’ve had an excellent experience working with Richard and his team. Their guidance is always thoughtful, and grounded in a clear understanding of both our long-term strategy and real-world implications. We feel confident knowing our financial decisions are supported by their expertise, integrity, and genuine care for our goals. They are always responsive when any questions do arise. We highly recommend their services to anyone looking for trusted, strategic wealth advice.”

Ursula S. & Neil C.

“Working with the Ripple Wealth team is like working with trusted, knowledgeable friends who have my best interests in mind.  The team carefully considers my specific life circumstances in developing a plan towards meeting my short and long term goals, while at the same time providing timely advice to respond nimbly to the curveballs that arise.  As a busy professional, I truly appreciate being able to trust that the Ripple team will execute our plan professionally and effectively, giving me back more time and resources!”

Karen H.

Working with Richard and his team has given us peace of mind when it comes to our financial goals.  Although our goals may have changed slightly over the many years, they have chosen the right investment options and that has worked out well for us.  Along with standard updates, he meets with us regularly to review our progress, answer questions and make any necessary adjustments.

Richard has always made us feel comfortable and we are extremely confident that our financial future is in very capable hands.

George & Clara B.

The Ripple Private Wealth team are proactive and attentive to client requests. All of them are easy to speak with, pleasant communicators and professional in their dealings.

Attributes Richard Marques brings to his role as Portfolio Manager and Senior Wealth Advisor are:

He has the rare combination of being a “number’s guy”, a great listener, and has the ability to explain things well. This is a big asset when dealing with a client whose knowledge base is not the financial world (I’m still learning), and may require a more detailed explanation of something that is not familiar to them.

He keeps in regular contact and offers solutions to ensure a client understands the process of financial investment (pros and cons). Something that was very helpful and reassuring for me as I entered retirement was a financial plan which is updated and reviewed each year.

It is encouraging to see the Ripple Private Wealth team grow as a result of their hard work. I feel more settled about my financial future going forward.

B.D.