RAI Wealth Management is a registered investment advisory firm providing investment, wealth retention, and wealth accumulation advice with competence and integrity. Our advice is independent and objective; our allegiance is only to the clients we serve. We focus on our stability, continuity, and well-defined research-driven investment approaches.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products in an effort to help you reach your goals.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products in an effort to help you reach your goals.
Services
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. RAI Wealth Management is a registered investment advisory firm providing investment, wealth retention, and wealth accumulation advice with competence and integrity. Our advice is independent and objective; our allegiance is only to the clients we serve.
Jim is a Certified Financial Planner and an Accredited Asset Management Specialist. Jim began his financial career after graduating with a business degree in finance from California State University Fullerton in 1987. In 1989 Jim joined Richey Financial Group, a securities broker-dealer firm, where alongside partners J.H. Richey and Norm Kredit established the registered investment advisory firm of Richey Advisors, Inc. (RAI) in 1992.
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