Senior Vice President, Head of Wealth Strategies, Richardson Wealth
Sarah Widmeyer has 25+ years of experience in the financial services sector, with a focus on private wealth management and advisory services. At Richardson Wealth, Sarah oversees Wealth Strategies, leading numerous teams: Tax & Estate Planning, Insurance, Private Family Office including Family Office Wealth Counsel, Investment Management, National Partnership Office, Fee Based and Managed Account Products as well as Marketing and Communications. She also hosts a podcast Conversations on Wealth. Sarah holds a Certified Investment Management Analyst (CIMA) designation through Wharton School of Business and the Investment Management Consultant’s Association.
Sarah serves on the Board of Directors of the Women’s Brain Health Initiative – a charitable organization focused on funding research and education to combat brain-aging diseases that primarily affect women.