Our mission is to empower investors to make better informed decisions.  Our approach involves streamlining the portfolio management process to help clients achieve their financial goals.

We promote the idea “Investors Deserve to Know” as a way to highlight the need for transparency, clarity, and accountability in the investing process. We believe that you should be absolutely certain about the fees you’re paying and the value you’re receiving. Whether it’s strengthening an investment policy, clarifying retirement possibilities, or advocating in the best interest of your organization and staff, we’re here to help. When the investing process is streamlined and clear, you are able to make informed decisions and focus on what matters most.

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Get your questions answered today

Email soni@raffawealth.com

The Study on Nonprofit Investing (SONI)

Launched in 2012, the annual Study on Nonprofit Investing (SONI) seeks to meet the need for timely, relevant, actionable data about how nonprofits invest their reserves and how their investments perform.

Now is your chance to answer the question—Are my organization’s investment reserves “normal”?

Nonprofits Deserve to Know

RWM Insights

New Retirement Legislation

In May, the House of Representatives passed a bill that would change the retirement plan landscape for many Americans. The Senate is considering a similar bill and many analysts are expecting it to pass.

New Retirement LegislationRead more

How’s it Going? A 2019 Update

After a blistering start to the year, US stocks, as measured by the Russell 3000, declined nearly 6.5% in May1. 

How’s it Going? A 2019 UpdateRead more

Traditional or Roth?

Learn more about Traditional verses Roth contributions for your retirement plan.

Traditional or Roth?Read more

Upcoming Events

Join RWM for one of our upcoming education seminars.