Broker Check

Our Services

Services Image

Raymond Wesley Wealth Management specializes in designing innovative strategies specific to your needs. Whether you are an individual, business owner or represent a corporation or institution, we are committed to helping you pursue your desired financial goals.

Built on a foundation of personalized service and attention to detail, we offer you a comprehensive array of fee-based financial products and services.


  • Stocks
  • Bonds
  • IRAs (Traditional, Roth, SEP, Simple) 
  • Brokerage accounts
  • ETFs
  • Mutual Funds
  • Managed accounts
  • Government securities 
  • Managed futures
  • REITs
  • 529 plans
  • Annuities 


  • Disability income
  • Life
  • Long-term care
  • Group health

Business Succession Planning 

  • Coordination of multi-disciplinary approach 
  • Identify and organize owner-driven exit planning issues
  • Maximize and protect business value
  • Ownership transfer to third parties
  •  Business continuity

Financial Planning

  •  Retirement Planning
  • Deferred compensation 
  • Defined benefit
  • 401(k) planning
  • 403(b) planning
  • College plans
  • Money purchasing plans 
  • Profit sharing plans
  • Estate planning