Allison Wealth Management of North Highlands

Allison Wealth Management of North Highlands is a wealth management firm in North Highlands, CA, located at 1610 Arden Wy #299. The firm provides personalized financial strategies for individuals, families, business owners, professionals, and teachers. It offers services including investment management, retirement planning, estate planning, and insurance. The team draws on more than 80 years of combined experience. Over the past eight years, the firm has helped nearly 1,000 young professionals across ten states. It holds a 5.00 rating based on customer reviews.

Richard Allison is the founder and an Investment Advisor Representative with Osaic Wealth, Inc. He holds FINRA Series 7 and 66 securities registrations, along with life and health insurance licenses. Richard began his career in healthcare management before transitioning to financial services. He worked as a financial advisor with American Express Financial Advisors, which became Ameriprise, and later with independent broker-dealer Securities America, which became Osaic Wealth, Inc. He founded Allison Wealth Management to offer a wider array of services without being tied to proprietary products.

The firm creates customized, diversified portfolios using bonds, exchange traded funds (ETFs), mutual funds, stocks, and government securities. It forgoes model portfolios to build strategies that complement other planning concerns. Services include 401(k) planning, 403(b) planning, SEP IRAs, Roth IRAs, traditional IRAs, educational IRAs, simple IRAs, and brokerage accounts. The firm assists with coordinating pensions with Social Security benefits and evaluating pension payout options, particularly for government employees. Insurance services include disability income, life, and long-term-care insurance. The firm also provides guidance on tax strategies, college savings plans, and estate conservation.

The firm was named a 2026 Five Star Wealth Manager. The recognition was issued by Five Star Professional for the time period May 15, 2025, through December 3, 2025. The firm was selected from 1,329 Sacramento-area wealth managers, with 82 candidates named. The rating is based on disclosed criteria and does not reflect the quality of investment advice.

Allison Wealth Management of North Highlands combines deep financial expertise with a client-centered philosophy to help residents of North Highlands, CA, achieve their long-term financial goals.

BizScoreAI gives Allison Wealth Management of North Highlands a Technical score of 85 out of 100, which means the website is technically sound, secure and indexable so search engines can read it without errors. The firm receives a Content Quality score of 75 out of 100.