5299 DTC Boulevard, Suite 1101, Greenwood Village, CO 80111 | 303-740-8001 | email@example.com
Richard L. Hartmann, J.D., CLU, ChFC, TEP co-founded AUCTORIS in 1978 and today is the company’s most experienced Wealth Preservation Architect. AUCTORIS specializes in values-based wealth preservation planning, nationally and internationally, for ultra-high net worth families and significant privately-held businesses.
Combining his legal, tax, and broad life insurance knowledge with decades of experience, Richard designs sophisticated life insurance portfolios for ultra-affluent families. He has implemented planning strategies that have successfully transferred billions of private wealth multi-generationally and to charity.
Richard believes that private wealth remaining under family control does more to serve the needs, goals, values, and objectives of the family, their community, their charities, and society as a whole, versus passing 35-45% of wealth by default through the tax and government system.
His unique skill of communicating complex planning concepts in a completely understandable manner has made him a valuable resource for families and business owners. In this client-centric approach, he understands every family has different concerns, goals, dreams, and desires – so he listens first, then uses his experience to design plans with other advisors to accomplish each family’s unique goals.
In 2014, Richard expanded AUCTORIS’ vision and mission internationally, applying AUCTORIS’ successful business model and best practices for affluent global citizens. Taking the unknown concept of the strategic uses of life insurance abroad, Richard has effectively supported affluent clients in Latin America and Asia with their wealth preservation plans and life insurance portfolios.
Richard earned his Juris Doctor at St. Louis University School of Law and earned his BA degree from Loras College in Dubuque, Iowa. Richard has been awarded the Businessman of the Year Designation from the Congressional Committee’s Business Advisory Council. He holds the professional designations of Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, and Trust & Estates Practitioner, and is a Registered Representative of M Holdings Securities, Inc.
Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck