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WHAT WE DO

Integrated Wealth Management. One Relationship.

Your financial life doesn’t exist in silos and neither does our advice. We bring financial planning, investment management, retirement planning, legacy planning, and business owner services together into one coordinated approach built around what actually matters to you.

01

Financial Planning

A living plan that moves with your life. Built around your goals, not a template.

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02

Investment
Management

Disciplined, independent investing with no hidden incentives and no cookie-cutter portfolios.

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03

Retirement
Planning

Planning for how you will actually live in retirement, not just the number to get there.

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04

Legacy Planning

Thoughtful preparation so the people and causes you care about are taken care of.

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05

Business Owner Services

For owners who need someone who understands both sides of the ledger.

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WHO WE SERVE

Wherever You Are,
We’re Built for It.

We work with people at every stage of financial life. Each audience has a dedicated experience, some with their own sub-brand.

  • Artisan
  • Next

Young Professionals

Building a real financial foundation from the start.

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  • Artisan
  • Bridge

Inheritance & Sudden Wealth

Navigating an unexpected or generational wealth transition with patience and care.

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  • Artisan
  • Ascend

Pre-Retirees
& Retirees

A clear path into and through retirement, built around the life you want.

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Business Owners & Entrepreneurs

Connecting your business and personal finances into one coherent plan.

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Different Where
It Counts.

Founded in 2011, Artisan Capital Management has spent more than a decade building plans around the people who need them. With 40+ years of combined advisory experience across our team, we bring serious expertise to every relationship. But what makes us different is the specificity of how we show up.

We have helped clients design sabbaticals into their career plans, not just traditional retirements. We have built perpetual vacation funds into the plans that carry a family forward, a form of creative legacy in its own right. We have sat with clients through divorce, loss, and fear. We show up to funerals. That is not a talking point. It is what it means to take the words "human first" seriously.

  • Independent by Design

    No parent company, no proprietary products, no quotas. Our only obligation is to you.

  • Human by Nature

    We meet clients where they are and bring genuine care to every stage of the relationship.

  • Accessible From the Start

    You do not need to have everything figured out. We have worked with clients at every starting point.

TRUSTED BY FAMILIES AND BUSINESSES

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Client Name, Client Company if Applicable

TRUSTED BY FAMILIES AND BUSINESSES

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Client Name, Client Company if Applicable

OUR ADVISORS

The People Behind Artisan

When you call Artisan, you reach someone who knows your name, your goals, and your story. Our advisors bring deep credentials and a genuine commitment to the people they serve.

meet our advisors

Anthony Righi

Founding Partner

Andrew Clark (AJ)

Partner

Christopher Righi

Financial Advisor

Ready to Start a Conversation?

Let’s talk about your financial future.

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