Our Services

Michael D. Raymond Ph.D and his son, Christopher, have over 50 years of financial services experience between them. They provide fee-based wealth management, full brokerage services, restricted accounts, and in association with their strategic relationships, tax planning, bookkeeping and trustee services to their clients.

If you are you planning an early retirement or would like to establish a pension plan, RWA can help.  Saving for a child’s college education?  Would a fee based managed account fit your needs? We may guide you. Today’s investment market is complex and constantly changing. Where should one turn? This answer does not have to be complicated. Choose a financial representative that will truly be in tune with your goals.