Experienced Financial Advisor providing holistic planning and a higher level of service to wealthy individuals and families.
Ray has been quoted in various financial articles, including FOX Business.
It’s my mission to help families grow and preserve their wealth for generations. I do this by providing comprehensive wealth management and financial planning, using cost-efficient investment solutions and ongoing fiduciary advice.
FEATURED ARTICLES AND PODCASTS:
- Financial and Retirement Planning
- Investment Management
- Tax Strategies
- Estate Planning
- Charitable Giving
WHY WE’RE DIFFERENT
See how AdvicePeriod is reinventing wealth management
Grounded in robust planning
While we don’t claim to be smarter than everyone else, we’re certain we have a better approach, delivering actionable insights that make a difference now and in the long run.
Fueled by unique expertise
The way we see it, there’s a lot more to managing wealth than just managing investments. That’s why our experts focus on helping you keep more of your wealth over time.
Marked by full access and transparency
There’s no waiting around for a quarterly meeting. We’re always here for you. And we make it easy for you to see any or all your account information whenever you want.
Lead by industry mavericks
We have a long history of disruption, doing things in a way that rocks our industry. And it’s all done to improve the lives of those who rely on our advice.