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raffawealthmanagement.com

Raffa Wealth Management

Raffa Wealth Management is a registered investment advisor offering a serious, long term approach to growing and sustaining wealth.

http://www.raffawealthmanagement.com/

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1899 L●●●●●●et, NW

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RAFFA, PC

RAFFA, PC

1899 L●●●●●●et, NW

Was●●●ton , DC, 20036

US

1.20●●●●5000
1.20●●●●0669
ho●●●●●●●●@raffa.com

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RAFFA, PC

RAFFA, PC

1899 L●●●●●●et, NW

Was●●●ton , DC, 20036

US

1.20●●●●5000
1.20●●●●0669
ho●●●●●●●●@raffa.com

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Raffa Wealth Management | raffawealthmanagement.com Reviews

https://raffawealthmanagement.com

Raffa Wealth Management is a registered investment advisor offering a serious, long term approach to growing and sustaining wealth.

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1

Raffa Wealth Management Retirement

http://www.raffawealthmanagement.com/Pages/Retirement.aspx

401(k) and 403(b) Advisor. Raffa Wealth Management is an independent registered investment advisor offering comprehensive retirement plan consulting and investment fiduciary services. Our principals have over 20 years of experience advising both for-profit and nonprofit plan sponsors. Improve the current plan. Move to a better a plan. If you’re current platform is not operating at peak performance if service is poor, technology and reporting is weak, or investments are weighted down by high fees we’ll ma...

2

About Raffa Wealth Management

http://www.raffawealthmanagement.com/Pages/About.aspx

Raffa Wealth Management is a registered investment advisor offering a serious, long term approach to growing and sustaining wealth. We were established to fill what we consider to be a glaring need for transparency, clarity, and accountability in managing investments. Whether 'you' are an organization, private foundation, or an individual supporting the nonprofit sector - we are proud to help you 'Grow it for Good'! Dennis P. Gogarty, CFP. Mark P. Murphy, CFA. Mark is Raffa Wealth Management’s Senior Por...

3

SONI - Study on Nonprofit Investing

http://www.raffawealthmanagement.com/SONI/Pages/default.aspx

Study on Nonprofit Investing (SONI). Empowering Nonprofit Investors with Peer Benchmarking Data. Non-profits plan every fiscal move with great caution, backed up with thorough analysis. Yet when it comes time to plan their investment policies and gauge their investment performance, they operate in a vacuum, without access to information about how similar organizations manage their reserves and perform on their investments.

4

Raffa Wealth Manangement Resources

http://www.raffawealthmanagement.com/Pages/Resources.aspx

RWM Disclosure Brochure (Form ADV Part II). ADV Part II and Schedule F. Do you know how much it takes to create a secure retirement? Use this calculator to help determine how much to save and how much of a nest egg you’ll need to retire securely. Personal Economic Recovery Calculator. Given recent economic events in the global capital markets, many investors are asking the question: How long will it take me to grow my portfolio back to the size it was? How long will my money last? Use this calculator hel...

5

Raffa Wealth Management Services for Nonprofits

http://www.raffawealthmanagement.com/Pages/Services_Nonprofit.aspx

At Raffa Wealth Management, we’re passionately committed to eliminating the barriers that impede the ability of nonprofits to achieve the market returns they deserve. We also recognize how important independence and objectivity are to executives and Trustees in fulfilling the critical role of oversight. Learn more about our Investment Philosophy. Portfolio Assessment and Consulting. Nonprofit executives and their Trustees cannot afford to delegate the role of oversight to the investment advisor or manage...

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About | SONI

http://www.npinvesting.org/about-soni

Nonprofits Deserve to Know. What People Are Saying. Study on Nonprofit Investing. SONI In The News. The Study on Nonprofit Investing (SONI) is an independent, joint research project of Raffa Wealth Management. PC SONI was developed to answer the question what are other nonprofits doing with their reserves . SONI’s mission is to empower nonprofits with actionable data that will lead to better decisions about their investments. We make our Executive Summary available to everyone, for free. SONI revealed th...

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You’ll know that we understand you and your goals completely before any changes to your financial plan or investment policy are considered. Our depth of experience and understanding of the capital markets enable us to align your objectives with the right plan of action. We offer a simple yet scientific approach to investing - and a relationship based on service, transparency and trust. 401(k) and 403(b) Consulting. Visit the RWM Blog! Articles and Market Commentaries. Raffa Wealth In The News.

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You’ll know that we understand you and your goals completely before any changes to your financial plan or investment policy are considered. Our depth of experience and understanding of the capital markets enable us to align your objectives with the right plan of action. We offer a simple yet scientific approach to investing - and a relationship based on service, transparency and trust. 401(k) and 403(b) Consulting. Visit the RWM Blog! Articles and Market Commentaries. Raffa Wealth In The News.

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