Wealth Management

Wealth Management

Rule #1 of Making Money: Don't Lose Money!

Wealth Management Defined

Wealth Management is more than just investment consulting advice, as it can encompass all parts of a person's financial life. At RAM Financial Group, Wealth Management consists of five major components:

RAM Financial Group utilizes a comprehensive wealth management approach to meet all of your financial needs and goals. Our approach is a highly consultative process in order to construct integrated, customized solutions for you.

Our Wealth Management Services are designed to solve your financial challenges and enhance your financial situation throughout all three phases of your financial life:

  • Wealth Accumulation
  • Wealth Preservation
  • Wealth Transfer
We consult with you in depth in order to gain a clear and detailed understanding of your goals.

After consultation, research and design, we offer customized choices and solutions to fit your individual needs and desires. This select range of interrelated financial services and products include:

  • Investment Selection and Management
  • Account Aggregation Services
  • Entity Formation
  • Tax Reduction Strategies
  • Insurance, Estate, and Retirement Planning

Upon your approval, we deliver, implement, and monitor these customized solutions, working closely with you, our team of experts, and any of your existing trusted advisors.

Contact us today at (512) 327-6000 or toll free at (800) 472-9905 for a private, no-obligation consultation to discuss RAM Financial Group's Diversified Approach and Alternative Investment Strategy.