Why Choose R&A
Serving Our Clients Since 1981
For over forty years, R&A has built a legacy of trust and success, demonstrating an unwavering commitment to our clients’ financial well-being.
Tax Experts
Our advisory services are uniquely paired with in-house tax expertise to enable us to deliver tax optimized strategies seamlessly integrated within your financial plan.
Using Modern Technology
We leverage the latest in accounting technology to deliver efficient and superior service, ensuring that our clients stay ahead in a rapidly evolving digital world.
Thorough and efficient
We epitomize efficiency and thoroughness, guaranteeing meticulous attention to your financial needs with prompt and dependable results.
Businesses and individuals
Our personalized approach caters to each business and individual, providing tailored financial strategies that support your unique objectives.
Tax Intelligence
For us, tax intelligence is not just a catch phrase. We are highly trained CPA’s with years of tax experience enabling us to bring a level of tax efficiency to your investment management and financial planning that is second to none.
Investment Planning
At R&A Wealth Management, our Investment Planning service is the cornerstone of your financial portfolio. Our advisers possess the acumen to navigate market trends and identify opportunities that align with your risk tolerance and investment goals. Whether you're a seasoned investor or building your portfolio from the ground up, we create strategies that not only aim to maximize returns but also fit seamlessly into your overall financial plan for a prosperous future.
Retirement Planning
Retirement Planning at R&A helps you envision and secure the post-career lifestyle you aspire to live. We collaborate with you to understand your retirement dreams and calculate the necessary steps to turn them into a tangible reality. From defining the right savings plan to selecting suitable retirement accounts, we leave no stone unturned to ensure that your golden years are golden in every sense.
Risk Management
Risk Management is integral to preserving your wealth at R&A. Our approach involves a comprehensive analysis of potential financial risks and devising strategies to minimize their impact. We employ a blend of insurance products and diversification tactics to protect your assets from market volatility, unexpected life events, and other financial uncertainties, thereby fortifying your financial future.
Estate Planning
R&A Wealth Management approaches Estate Planning with the utmost care and precision. Our expertise helps safeguard your assets for generations to come, facilitating smooth transitions with minimal tax liabilities. By assisting your attorney with drafting wills and establishing trusts, we ensure your legacy is preserved according to your wishes and your loved ones are provided for according to your plan.
Education Planning
In an age where education is invaluable, R&A's Education Planning services offer proactive solutions to support your children's or grandchildren's academic aspirations. We guide you through the best investment options for education, such as 529 plans or other savings vehicles, to keep pace with rising tuition costs and ensure funds are available when it's time to head to the classroom.
Business Services
For business owners, R&A provides an array of Business Services tailored to the unique financial needs of your enterprise. Whether it's business valuation, buy-sell agreements, or pension planning, our advisors equip you with the necessary insights and tools for making informed financial decisions that contribute to your business’s success and longevity.
Tax & Accounting
Our Tax & Accounting services at R&A extend beyond compliance to offer strategic insight that can enhance your financial position. With expertise in tax laws and accounting practices, we not only ensure your reporting is accurate and on time, but we also uncover opportunities to reduce tax liabilities, optimize your financial operations, and align your tax strategy with your long-term wealth-building goals.