Allison Wealth Management is an independent financial advisory firm based in Sacramento, California, offering personalized financial strategies for individuals, families, and professionals. With over 80 years of combined experience, the firm provides services including investment management, retirement planning, estate planning, and financial education, tailored to each client’s unique goals and risk tolerance. Emphasizing a client-centric approach, Allison Wealth Management aims to simplify the financial landscape and empower clients to make informed decisions for their financial future. The firm has served nearly 1,000 young professionals across 10 states over the past eight years. Notably, Richard Allison was recognized as a 2024 Five Star Wealth Manager, highlighting the firm’s commitment to excellence in financial advisory services.