Transparency, clarity and vision:
the principles that make us different.

  • Independent Investment Advisor

  • At Raffa Wealth Management, our depth of experience and understanding of the capital markets enable us to meet your needs more efficiently. We offer a simple yet scientific approach to investing - and a relationship based on service, transparency and trust.
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  • Portfolio solutions for nonprofits and foundations

  • In nearly 25 years of advising nonprofits, our principals have gained valuable insights on how to balance multiple objectives and points of view. A prime example is gaining consensus on delicate matters like socially conscious investing and tolerance for risk. Through careful planning and consideration of your unique requirements and constraints, we can help preserve and grow the resources you need to support and extend your vision.
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  • Wealth management for individuals

  • Charitable giving and serving on the Board of a nonprofit organization are meaningful ways to give back to your community and express your philanthropic commitment. Through careful estate, tax, and investment planning, Raffa can help preserve your family's wealth and strengthen this commitment over time.
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