Allison Wealth Management of North Highlands

Allison Wealth Management of North Highlands is a Wealth Management firm in North Highlands, CA. The practice serves individuals, families, business owners, and professionals, including teachers, by creating personalized financial strategies. The firm specializes in retirement planning, investment management, estate planning, and insurance. Clients receive guidance on 401(k) and IRA planning, tax strategies, college savings, and long-term care. The firm operates independently, meaning it is not restricted to proprietary products and can offer a wider array of services to meet specific client needs and risk tolerances.

Richard Allison, the principal of the firm, is an Investment Advisor Representative with more than a decade of experience in the financial services industry. He began his career in healthcare management before transitioning to finance, where he worked with American Express Financial Advisors and later Securities America, which became Osaic Wealth, Inc. Allison holds FINRA Series 7 and 66 securities registrations, as well as life and health insurance licenses. He resides in Davis, CA, with his wife, and his approach focuses on acting as a financial coach to guide clients through wealth management. The firm has helped nearly 1,000 young professionals across 10 different states over the past 8 years. It was named a 2026 Five Star Wealth Manager, an award issued by Five Star Professional for the period from May 2025 through December 2025, after being selected from 1,329 Sacramento-area wealth managers considered for the recognition.

The office is located at 1610 Arden Wy #299.

The firm maintains a perfect 5.00 rating based on customer reviews. It stands among the strongest in its category locally, having been recognized by Five Star Professional as part of the top 6 percent of candidates in the Sacramento area. This recognition reflects the positive feedback from the clients who have reviewed the firm's services.

Allison Wealth Management of North Highlands combines over 80 years of combined experience with a personalized approach to help residents in North Highlands and the greater Sacramento area manage their financial goals.