A complete list of active advisors currently associated with RAI Wealth Management

Warmer can help you find a great advisor at RAI Wealth Management or one who fits your needs even better.

RAI Wealth Management serves individual investors — including high‑net‑worth clients — as well as trusts, estates, charitable organizations, and employer‑sponsored retirement plans, offering discretionary investment management, financial planning, consulting, and accommodations for non‑managed accounts. The firm oversees about $160 million in client assets across a small advisory team and delivers ongoing monitoring and periodic client reviews. The firm’s investment approach centers on diversified portfolios built primarily with mutual funds and ETFs for long‑term growth, with regular rebalancing and an emphasis on no‑load or equivalent funds. RAI uses third‑party model portfolios and tax‑management tools from a model marketplace, implements defensive and dollar‑cost‑averaging techniques when appropriate, and maintains legacy allocations to independent managers for transitioned accounts. What is distinctive is RAI’s operational and referral structure: it has an ongoing affiliation with another registered investment adviser (Gregory Advisors Incorporated) and continues to transition that adviser’s clients to RAI, with the other adviser’s principal serving as an investment‑adviser representative of RAI — a relationship the brochure discloses and which is uncommon among peers. The firm also participates in platform and referral arrangements with custodians and model providers and retains legacy independent‑manager relationships for some clients, creating documented referral and platform dynamics for prospective clients to consider.

To learn more about the advisors currently working at RAI Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.