Meet Your Financial Professional, Richard McNaughton
Richard McNaughton is a tax and wealth professional who believes clients deserve clarity, competence, and follow-through. His practice grew from a multi-generational family firm built on asking better questions, attention to detail, and staying involved long after the tax work was done.
Richard learned the business from the inside out, working through thousands of tax returns and complex planning scenarios some advisors may never see. That experience shapes his approach today: doing the work others skip, integrating tax and wealth strategy, and staying personally accountable to clients.
Connect Your Tax & Wealth Decisions
If you are tired of juggling a tax preparer and a financial advisor alone, we have you covered. We integrate tax and wealth decisions from the start. That can mean fewer missed opportunities, fewer surprises, and a plan that adapts as life and priorities change.
Stay Confident With Straightforward Guidance
Our approach is direct, realistic, and grounded in what actually matters—performance, costs, and decisions that make sense for your life. If something doesn’t add value, we’ll say so. If there’s a better way forward, you’ll hear it clearly. Get guidance you can actually act on.
Attentive, Available & Actually Involved
Exceptional service isn’t about fancy offices or scripted check-ins. It’s about being available, knowing your clients, and caring enough to look ahead. Sometimes meetings are about money. Other times, they’re about keeping us up to date on your life. Either way, clients know they’re a priority.
Supporting TSII
Through our partnership with Avantax by Cetera, we bring you the strength and resources of a national wealth management platform while staying independent and relationship-driven. This support allows us to deliver sophisticated strategies with the steady, personal care you expect from a multi-generational family team.