Services

Ray Wealth Management specializes in helping people in all walks of life, to develop sound financial planning and retirement strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and products – and take the mystery out of investing, building, and preserving wealth. We offer many investment and financial planning services such as 401(k)/403(b) planning, rollovers, retirement plans, IRA, Roth IRA, brokerage accounts, estate plans, guidance for sudden wealth (inherited funds, sold a home), etc. Our commitment is to utilize all our resources to help you pursue your goals and dreams.