Understanding Today’s Financial Environment
Welcome, we are Raymond Wesley Wealth Management, a financial organization in Irvine, CA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
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We are a team of experienced professionals, ready to help with your financial issues and concerns.
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At Raymond Wesley Wealth Management Our Core Principles guide every interaction we have with our clients.
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Helpful Content
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.