At Raymond Wesley Wealth Management, we use a team approach to guide you concerning your investment portfolio, estate plan, cash flow, taxes and retirement, while providing objective advice carefully chosen to address your unique needs.
OUR MISSION…is to design, implement and monitor financial strategies through which you can effectively pursue your goals for accumulating and preserving wealth.
OUR FIRM…provides uncommon strategies for seeking wealth creation and preservation for corporate executives, professionals, business owners and other affluent clients. We utilize a team approach to analyzing and planning our client’s investment portfolio, estate plan, cash flow, income taxes and retirement. Recommendations are based solely on specific needs, circumstances and goals.
OUR CLIENTS…seek a long-term partnership with a single firm to help them simplify and control their financial affairs. They expect independent, objective advice from their financial partner. They are busy people who wish to trust in the advice and direction of knowledgeable, experienced professionals. They seek the flexible and specific strategies which are the hallmark of an independent advisor.
OUR PHILOSOPHY…is to provide our clients with the highest level of service and technical experience in the management and preservation of wealth. It is our practice to not only meet expectations, but to strive to surpass them. The entire staff of Raymond Wesley is firmly committed to this philosophy.
YOUR EDGE…is the confidence that comes from knowing you can work toward your financial goals and strive to safeguard your financial future. Together we seek to accomplish this by utilizing the four pillars of financial planning:
Risk Management | Asset Management | Legacy/Estate Planning | Tax Planning