Raimond Wealth Management LLC

The firm provides discretionary investment management and comprehensive financial planning to individuals, high‑net‑worth individuals, trusts, and estates. Services include ongoing investment supervisory accounts that combine portfolio management with financial planning, as well as one‑time non‑supervisory investment reviews and hourly planning engagements.

The advisor employs a core‑and‑satellite approach grounded in Modern Portfolio Theory (described in the brochure as the "Model Portfolio"), using broadly diversified index mutual funds and ETFs complemented by select exchange‑traded or individual securities. Portfolios are monitored continuously with rebalancing as needed, monthly performance reporting, and investment analysis that can include both fundamental and technical methods.

Notably, the firm manages a substantial amount of discretionary assets relative to its very small client base, concentrating services for a limited number of relationships and including comprehensive planning as part of advisory accounts. The principal maintains a long career outside the advisory business as an engineer with the U.S. government and holds a CFP and a master’s degree, and the brochure indicates the firm’s custom portfolio management fees are below typical industry norms for fee‑only advisors.