Allison Wealth Management of North Highlands

Allison Wealth Management is a wealth management firm in North Highlands, CA, serving individuals, families, and professionals across Sacramento and surrounding areas. The firm specializes in personalized retirement planning, investment management, estate planning, and financial education, emphasizing tailored strategies that align with each client’s unique goals, risk tolerance, and time horizon. With over 80 years of combined experience, the firm provides comprehensive financial guidance, including 401(k) and 403(b) planning, IRA management, tax-efficient strategies, and long-term care and life insurance solutions. As a Certified Financial Fiduciary, Allison Wealth Management is committed to acting in clients’ best interests. The firm has earned a 5.00 rating based on client feedback and recognition as a 2026 Five Star Wealth Manager, one of only 82 out of 1,329 Sacramento-area wealth managers honored in that year.

The firm was founded by Richard Allison, an Investment Advisor Representative with over a decade of experience in financial services. Originally beginning his career in healthcare management, he transitioned into financial advising with American Express Financial Advisors before joining independent broker-dealer Securities America, now Osaic Wealth, Inc. He established Allison Wealth Management to offer clients objective, non-proprietary advice and a deeper level of personal engagement. The firm emphasizes education, transparency, and long-term relationships, helping clients navigate complex financial decisions with confidence. Services are designed to address life transitions, from early career planning to retirement income strategies and estate conservation.

Located at 1610 Arden Wy, Suite 299, the firm sits within the Arden Way corridor in Sacramento, CA. While no specific nearby landmarks are listed, the location is situated within a commercial district serving the broader North Highlands and Sacramento metropolitan area.

Allison Wealth Management maintains strong digital visibility through a well-optimized website that search engines read cleanly and a consistently documented presence across online platforms. This enhances discoverability and reinforces trust in the firm’s credibility. The firm’s focus on client education and individualized planning strengthens its standing as a reliable, transparent advisor in the local wealth management landscape.