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

Where Do We Go From Here?

In this post, we share five important lessons learned during the first half of 2020 and provide our outlook for the second half of 2020.

Where Do We Go From Here?Read more

Working From Home

Although not in the office, RWM remains fully operational and ready to assist our clients.  Take a look at how and where we’ve been working the past few months!

Working From HomeRead more

Staying the Course Doesn’t Mean Standing Still

The COVID-19 pandemic quickly turned into one of the biggest shocks to the global economic and health care systems in modern history.  In March as the spread of the virus brought the economy to a near stop, US Stocks slid more than 13% and had fallen close to 21% for the year1.  As short-term uncertainly[…..]

Staying the Course Doesn’t Mean Standing StillRead more

Upcoming Events

Join RWM for one of our upcoming education seminars.