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RAI Wealth Management

110 E. Wilshire Avenue, Suite 307
Fullerton, CA 92832
Phone:
  • 714-449-9696

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          Who are we?

 

 

RAI Wealth Management is a registered investment advisory firm providing investment, wealth retention, and wealth accumulation advice with competence and integrity.  Our advice is independent and objective; our allegiance is only to the clients we serve.  We focus on our stability, continuity, and well-defined research-driven investment approaches.

We offer asset management and fee-based services to help our clients establish standards and benchmarks, along with attainable financial and wealth accumulation goals.  Through consistent assessments and evaluations, we monitor and regularly report actual results as compared to benchmarks and financial objectives.

                                                                                                                                        What sets us apart?

As an independent registered advisor, we have a fiduciary duty to always act in your best interest in every aspect of our financial relationship.  Our advice is centered on your unique needs concerning your life, family, company, organization, and community aspirations.  By clarifying financial issues and objectives, with respect to economic trends and tax implications, we help identify areas of opportunity beneficial to your financial growth.  As an independent registered investment advisory firm, we have access to the financial programs that fit your financial and life needs.  What distinguishes our firm is its personal emphasis which is built around you, your goals, your time frame, and your risk tolerance.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck