Richardson Wealth is an independent, leading-edge wealth management firm accountable to a very important group of people - our clients. Shelby joined Friesen Capital Management in 2004 in the role of Associate Investment Advisor. Shelby assists client families with their wealth management needs by helping to identify, guide and coordinate their advanced planning efforts. These planning areas may include wealth enhancement through cash flow or tax strategies, estate and wealth transfer planning, wealth protection through business structures and insurance solutions, and charitable giving. Shelby believes that strong collaboration with a client family’s professional advisors (i.e. tax adviso