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

Do Downturns Lead to Down Years?

Stock market slides over a few days or even months like what we experienced in February and March of this year may lead investors to anticipate a down year.  Is that always the case?

Do Downturns Lead to Down Years?Read more

Remaining Disciplined Through Uncertainty

After living through the longest bull market in history over the past 11 years, March was a sobering reminder that investing is risky.

Remaining Disciplined Through UncertaintyRead more

The Coronavirus and Market Declines

We have seen global stock markets continue to slide based on new reports on the coronavirus. Investors are unsure how long it will take China to get back up and running, the degree to which it will spread across the globe and the impact it will have on supply chains and global consumers.

The Coronavirus and Market DeclinesRead more

Upcoming Events

Join RWM for one of our upcoming education seminars.