We care about what matters most to you, which is why we'll always take the time to listen and truly understand your needs. Our Team is firmly committed to helping you navigate financial challenges and seize opportunities to help you pursue your goals. We will look after your short- and long-term interests, and recommend proposals and strategies as they relate to your financial growth and future security.
We are also available to work closely with your other trusted advisors, including your accountant, attorney and tax specialist - the people who offer support and guidance and know what you value most. Please free to contact us and let us know how we can best be of service to you. Estimate the future cost of an item based on today's prices and the rate of inflation you expect.
We are also available to work closely with your other trusted advisors, including your accountant, attorney and tax specialist - the people who offer support and guidance and know what you value most. Please free to contact us and let us know how we can best be of service to you. Estimate the future cost of an item based on today's prices and the rate of inflation you expect.
Services
It's important that we understand you so we can customize a strategy that integrates all the pieces of your financial life. Our time-tested, disciplined wealth management philosophy begins by fully comprehending your goals for the future and your current financial situation. The Wealth Management Process is not a product or service.
Drawing upon the breadth and depth of our wealth management platform, we are dedicated to delivering sophisticated financial strategies and solutions that go beyond investing in stocks and bonds to help address every aspect of your financial life. Our team is trained and equipped to understand the financial markets as well as available investment choices and resources that can help meet your goals.
For Domestic Partners and the LGBTQ community, asset management and appropriate wealth strategies can be paramount. Successfully addressing your financial needs requires a plan that encompasses retirement planning, estate planning, risk management and trust considerations. We understand the importance of using a seasoned financial professional to address these challenges.
Taking charge of your finances can give you peace of mind. Whether you're a veteran or on active-duty, your financial situation is unique and requires personalized advice. Before he was a financial advisor, Scott served in the United States Marine Corps. As an Iraqi war veteran, he understands that military families face special challenges.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Reviews (1)
Sam Pearson
Jun 26, 2016
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My experience with Raines Puritian was not positive. A trust, which had
been set up for my son, invested a small amount of money with Raines
Puritian. Our intention was to see how Raines invested the funds and
based on their performance, we would consider investing additional funds for them to manage. They invested the entire amount in one foreign stock. The stock was a Chinese company call MCox Lane (MCOX). This investment was done in 2013 and stock is currently worth less than 10% of the original investment. It was an extremely risky stock that should never have been bought in the first place
been set up for my son, invested a small amount of money with Raines
Puritian. Our intention was to see how Raines invested the funds and
based on their performance, we would consider investing additional funds for them to manage. They invested the entire amount in one foreign stock. The stock was a Chinese company call MCox Lane (MCOX). This investment was done in 2013 and stock is currently worth less than 10% of the original investment. It was an extremely risky stock that should never have been bought in the first place
