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

Social Security, More Than Just a Check

Social Security is an important aspect of any retirement plan. However, planning for Social Security can be challenging.

Social Security, More Than Just a CheckRead more

Cyber-Security Best Practices

To remain diligent against ongoing threats or hazards to your personal information, we’d like to circulate a few best practices for protecting yourself.

Cyber-Security Best PracticesRead more

Timing Isn’t Everything

The lure of getting into the stock market at the right time or avoiding the next downturn may tempt even disciplined, long-term investors. The reality of successfully timing markets, however, isn’t as straightforward as it sounds.

Timing Isn’t EverythingRead more

Upcoming Events

Join RWM for one of our upcoming education seminars.