Broker Check

1610 Arden Way, Suite 299, Sacramento, CA 95815

916-437-4263
richard.allison@securitiesamerica.com
Client Login

It's not just a strategy. It's personal.

The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy.

Let's Talk

We've Moved!

We've changed locations and you can visit us at our new location:

1610 Arden Way

Suite 299

Sacramento, CA 95815

Our Services

We are Allison Wealth Management, an independent financial firm in Sacramento, CA. We have more than 80 years of combined experience creating personalized retirement strategies for individuals, families, and Professionals. As an independent firm, we are not tied to proprietary products, nor are we limited to in the services we offer. Instead, we offer you the highest quality education on the choices available to you. We focus on building you the right strategy, meeting your risk tolerance and time horizon.

Investment

Investment

Create an investment strategy that's right for you.

Retirement

Retirement

Steps to consider, to pursue the retirement you want.

Estate

Estate

Manage your affairs during your lifetime and beyond.

Family

Family

We look forward to helping you and your loved ones explore their financial goals.

We're here for you!

Over the past 8 years, we have helped nearly 1,000 young professionals across 10 different states. We've helped people just like you explore their goals -- and in many cases, meet them.

Contact Us

Helpful content

Curated articles, videos, and more for a financially savvier you.

Test Your Life Insurance Knowledge

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Learn More
Social Security Taxes

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.
Learn More
Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
Learn More

More information you can use

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Learn More

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
Learn More

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Learn More

Have a Question?

Thank you!
Oops!

Do You Know These 4 Critical Social Security Facts?

In this ebook, we outline four important Social Security facts that every retiree should know and help you understand your benefits. Download yours today.
Thank you! Oops!