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 info@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

Budgets and Retirement

Using a budget to understand your income and expenses can help you plan spending habits, decrease unnecessary and excessive spending, and take control of your finances. For retirement planning, effective budgeting is an important step in deciding how much you can afford to contribute to your retirement plan, and how much you may need in

Budgets and RetirementRead more

Budgets and RetirementRead more

Making Sense of the Recent Spike in Interest Rates and How it Impacts Your Portfolio

After rising back above 3% in September, the 10-Year Treasury yield has now climbed to 3.20% in early October reaching the highest level since July of 2011. 

Making Sense of the Recent Spike in Interest Rates and How it Impacts Your PortfolioRead more

Higher Education Savings

Certain educational savings programs can offer tax benefits when saving for education. Before beginning to save, a benefactor must ask themselves, can I afford to invest in someone else’s education? And how can I save?

Higher Education SavingsRead more

Upcoming Events

Join RWM for one of our upcoming education seminars.