A complete list of active advisors currently associated with Van Ray Wealth Management
Warmer can help you find a great advisor at Van Ray Wealth Management or one who fits your needs even better.
Van Ray Wealth Management serves individual and high‑net‑worth clients, as well as retirement plans, corporations and charitable entities, offering portfolio management, comprehensive financial planning, ongoing advising, and retirement‑plan consulting. The firm operates on a small, advisory team model with two advisors and a limited client roster, documenting goals and tailoring written plans before implementing investment strategies. The firm’s investment approach centers on strategic asset allocation with periodic rebalancing and it offers both discretionary and non‑discretionary management; as of March 24, 2025 it reported roughly $4.13 million in discretionary assets and about $6.10 million in non‑discretionary assets, so the majority of assets are managed non‑discretionarily. Van Ray commonly recommends and monitors third‑party advisers and may enter co‑adviser/sub‑adviser relationships in which the sub‑adviser handles trading, execution, and reporting. A distinctive aspect of the firm is that one of its owners is a licensed insurance agent and the brochure discloses that the firm evaluates and may recommend insurance products (annuities, life, disability, long‑term care) as part of comprehensive planning, with insurance commissions payable to the agent—an affiliation the firm identifies as a potential conflict of interest. Combined with its heavier reliance on non‑discretionary arrangements and routine use of third‑party sub‑advisers, Van Ray’s service model blends financial planning, retirement‑plan education and insurance distribution in a boutique advisory setting.
To learn more about the advisors currently working at Van Ray 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.
Name |
Location |
Years of experience |
|---|---|---|
Edmonds, WA
| 7
|
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