RAI Wealth Management

Terri Grassi is a financial advisor at RAI Wealth Management with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Munson, Cronick & Associates, LLP Certified Public Accountants and operated her own CPA practice. RAI Wealth Management serves individuals, high-net-worth clients, trusts and estates, employer-sponsored retirement plans, and charitable organizations. The firm focuses on discretionary investment management primarily through mutual funds and ETFs, emphasizing asset allocation, long-term total-return strategies, and tailored risk profiles.

James Ripley is a CFP® with 33 years of experience in the financial industry. He has been with Richey Advisors, Inc. dba RAI Wealth Management since 2006 and also worked at Gregory Advisors, Inc. since 2020. RAI Wealth Management serves individuals, high-net-worth clients, trusts and estates, employer-sponsored retirement plans, and charitable organizations. The firm emphasizes asset allocation and long-term total-return strategies primarily through mutual funds and ETFs, with discretionary management tailored to client risk profiles.

Angel Mendez is a CFP® and holds a Series 65 license with two years of industry experience. He has worked at RAI Wealth Management since 2023 and previously at Gregory Advisors, Inc. from 2023 to 2024. Prior to his financial advisory career, he operated Angel Mendez Landscaping for three years. RAI Wealth Management serves individuals, high-net-worth clients, trusts and estates, employer-sponsored retirement plans, and charitable organizations. The firm focuses on discretionary investment management using mutual funds and ETFs, with an emphasis on asset allocation, long-term total-return strategies, and tailored risk profiles.