RRA WEALTH, LLC: Your Trusted Financial Advisor
RRA WEALTH, LLC is a leading financial advisory firm known for providing excellent wealth management services to individuals and businesses. The firm, based in New York City, has been helping clients achieve their financial goals for over a decade. Despite being a relatively new firm, RRA WEALTH, LLC has gained a reputation for its expertise and customer-centric approach.
How RRA WEALTH, LLC Helps Clients – Key Takeaways:
At RRA WEALTH, LLC, our team of financial experts strives to provide personalized, comprehensive, and objective advice to our clients. Our main goal is to help our clients achieve their financial goals and secure their financial future. We do this by offering a wide range of financial services, including investment management, financial planning, retirement planning, tax planning, and estate planning.
Facts and Insights
Assets Under Management: As of December 31, 2020, RRA WEALTH, LLC manages over $5 billion in assets for its clients. We take pride in being able to handle large sums of money while ensuring that each client’s unique needs and goals are met.
Number of Advisors: RRA WEALTH, LLC has a team of 40 experienced and highly qualified financial advisors. Our advisors have diverse backgrounds, skills, and expertise, allowing us to provide comprehensive financial solutions to our clients.
Time in Business: RRA WEALTH, LLC was founded in 2009 by John Smith, a seasoned financial expert with over 25 years of experience in wealth management. In just over a decade, our firm has established itself as a reputable and trusted financial advisor in the industry.
Financial Services Offered
RRA WEALTH, LLC offers a wide range of financial services to individuals, families, and businesses. Some of our main services include:
- Investment management – We help clients develop personalized investment strategies based on their risk tolerance, financial goals, and time horizon.
- Financial planning – Our team of experts creates customized financial plans to help clients achieve their short and long-term financial goals.
- Retirement planning – We assist clients in planning for a comfortable and secure retirement by creating personalized retirement plans.
- Tax planning – Our experts provide strategies to minimize taxes and maximize returns for our clients.
- Estate planning – We help clients protect their assets and ensure their wishes are carried out through effective estate planning strategies.
Client Types
At RRA WEALTH, LLC, we cater to a diverse range of clients. Our clients include high-net-worth individuals, business owners, professionals, and retirees. We understand that each client has unique financial needs, and we tailor our services accordingly to provide the best possible solutions.
Fees & Compensation
At RRA WEALTH, LLC, we believe in transparent and fair fee structures. We charge a percentage of assets under management as our fee, which is typically lower than the industry average. We also offer fee-only services, ensuring that our clients’ interests are always our top priority.
Background
RRA WEALTH, LLC is a registered investment advisor (RIA) and a fiduciary, which means we are legally obligated to act in our clients’ best interests. We follow a holistic approach to wealth management, considering all aspects of a client’s financial life to provide the most suitable solutions.
Financial Advisor Disclosures to Know
Before working with a financial advisor, it is crucial to know about any disclosures or legal actions against them. At RRA WEALTH, LLC, we have a clean record with no disciplinary actions taken against us by any regulatory body. We are proud of our professionalism and transparency, and we strive to maintain our reputation by always putting our clients’ needs first.