Raffa helps nonprofits and business leaders manage their portfolios and investments.
Raffa’s Investment Advisory services, offered via Raffa Wealth Management
, were established to fill what we considered to be a glaring need for transparency, clarity and accountability in managing investments
. Whether you are an executive at a nonprofit organization or a professional business leader, you will gain the peace of mind of knowing that your investments are being managed properly and on track to achieve your financial goals.
We are passionately committed to eliminating the barriers
that impede the ability of investor to achieve the market returns
they deserve. We also recognize how important independence and objectivity are to executives and trustees in fulfilling the critical role of oversight.
The type of Investment Advisory services available in the marketplace today are mostly of the "one size fits all" variety. Instead, Raffa offers a range of services designed to meet each of our client’s unique needs.