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RAFFA Wealth Management

RAFFA Wealth Management offers investment advisory services to assist nonprofits, foundations, and the executives that lead them grow and sustain their wealth. Our depth of experience and understanding of the sector enables us to more effectively meet client needs. At RWM, our focus is on developing long term relationships built on trust and great service. We provide performance and accounting reports that are clear and easy to understand – thereby holding all those involved accountable for their performance. Our investment philosophy is that the single greatest factor that determines the performance of a portfolio is its allocation of assets.  Our primary role is to manage risk and return, balancing cash flow and growth requirements with each client’s ability and willingness to accept market risk. 

Please visit the Raffa Wealth Management site at www.raffawealth.com

 Raffa Wealth Management Brochure

For more information contact Dennis Gogarty at 202-955-6734 or email dennis@raffawealth.com 

 This is neither an offer nor solicitation to buy or sell securities of any type.

Dennis is registered in DC/MD & VA.’
 Securities are offered through Investors Security Company, Inc., Member FINRA and SIPC, 127 E. Washington Street, Suite 101, Suffolk, Virginia  23434, (757) 539-2396.

Services provided under Raffa & Associates Inc. are not affiliated with Raffa Wealth Management. Raffa & Associates, Inc., and Raffa, Inc.; and are not subsidiaries or affiliates of Investors Security Company, Inc.

 

 

 


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