RAI Wealth Management

CONNECT

Address:

110 E. Wilshire Avenue, Suite 307
Fullerton, CA 92832

Phone:

714-449-9696

Our Services

What services do we offer?

  • Institutional and Retail Investing
  • Asset Management
  • Investment Planning
  • Estate Planning
  • Retirement Planning
  • Life, Health, & Long-Term Care Insurance
  • Asset Allocation & Risk Analysis

Building and Retaining Wealth

Richey Advisors, Inc. offers quality and confidential personalized services designed with the goal to help you build wealth through prudent and coordinated planning strategies.  If you need a comprehensive financial plan or simply want to know if you have enough assets to fund your retirement, we are here to help.

We can assist you by refining, prioritizing, and equipping you with a strategic plan, in an effort to help you achieve your financial goals and objectives.  We have the experience and knowledge to help you with a wide range of financial services and products in a professional and friendly environment free from sales pressure.

Investment Management

In a world full of investment choices, our primary goal is to formulate an ongoing, prudent, financial plan and investment strategy with appropriate checks and balances in an effort to increase your likelihood of achieving financial success.

 

Pensions & Endowments

We provide asset management solutions for pension and endowment trust funds by assisting in the design and implementation of investment policies unique to each client.  These policies provide the guidelines to facilitate the continuity of investment funding, and distribution objectives in keeping with fiduciary obligations of the trustees and owners.

 

 

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