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Raffa Wealth In The News

SONI

Raffa Wealth Management launches a new Study on Nonprofit Investing (SONI) that will compare how reserves are segmented, long-term investments are allocated and investment income is managed.  The study will help empower nonprofits with relevant, actionable data.

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"Investment Reserves – Trust is not an Internal Control"
by Dennis P. Gogarty, RWM President

For ASAE Members >>

For non-ASAE Members
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The Top 5 Responses to Clients Looking for Investment Advice

Dennis P. Gogarty, RWM President

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