Our Expertise
We exist to serve you, our client. At Pond Wealth Management, our priority is ensuring that your needs and interests come first. We recognize that many of our clients don’t keep traditional “office hours,” and others live and work across different time zones. Our independence enables us to focus our time and energy on delivering personalized solutions that better serve you.
As a fee-based firm, your interests are aligned with ours. Our tiered fee schedule offers qualifying clients pricing that reflects the depth of our commitment. Clients with significant assets benefit from fee discounts based on the assets placed under advisement. We believe this approach embodies the right way to do business.
Businesses, both large and small, rely on our professional guidance and fiduciary process to enhance their retirement benefit offerings while gaining insight into fulfilling their fiduciary responsibilities. Our fiduciary process, developed through real-world experience, helps business owners and plan fiduciaries focus on growing their business while managing the essential tasks necessary in today’s demanding regulatory environment.
With over 20 years of experience, we serve as a dedicated investment fiduciary, committed to acting in your best interests and those of your plan participants. Our time-tested fiduciary approach can help streamline your financial life, provide clarity about your future, and empower you to live retirement with confidence.
To get started today, please contact us for a complimentary no-obligation review of your retirement plan.
Richard Pond, AIF®, CRPS®
Rick Pond established Pond Wealth Management to serve the retirement needs of families with significant wealth, and improve the performance of employer-sponsored retirement plans.
The Practice is centered on two distinct, yet interrelated, businesses: Private Client Wealth Management, and Institutional Consulting for employer-sponsored retirement benefit plans. Both areas share a unified mission: help clients work toward their goals for retirement achievement,.
In alignment with our firm’s mission of prioritizing retirement planning, we specialize in serving:
With his undergraduate degree in science and his M.B.A. in finance, together with over 20 years’ experience, Rick brings a unique and disciplined approach to serving the needs of his clients.
Rick holds the Accredited Investment Fiduciary® (AIF®) and Chartered Retirement Plans Specialist (CRPS®) designations. These designations reflect his specialized training to address diverse retirement needs for individuals and organizations.