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Our Solution-Oriented Approach

Our Solution-Oriented Approach

At Raymond Wealth Management, we are helpful problem-solvers. We take a personalized, solution-oriented approach to our financial planning and wealth management services. The plans we design are based on an in-depth discovery process, and the solutions we recommend are shaped by extensive industry knowledge and the wealth of resources we have at our disposal. We design, deliver, monitor and adjust dynamic financial solutions for life.

Founded for Union Members

Founded for Union Members

Stephen Raymond grew up in a family and community of union members. In his adult life, he saw a need and wanted to help I.B.E.W. and other union members like his mother, father, brother and family friends understand and harness the full potential of their retirement assets. Raymond founded this Massachusetts-based fiduciary retirement planning firm to do just that. As a team, we aim to bring profound confidence to union members, clients, and their families concerning their money and retirement.

Building Confidence Through Our Services

Building Confidence Through Our Services

For working-class families, we offer specialized financial planning, investment and wealth management services. As a union member, you have unique needs and opportunities when it comes to planning for retirement. We seek to help you harness the full potential of your pension plan and other retirement assets. Our aim is to plan your financial future well, so you can retire to the life you’ve earned.

Financial Services for Union Members & Families

Raymond Wealth Management focuses on serving Massachusetts-based clients, union members, and their families to help meet their unique financial and retirement planning needs.

Retirement Planning Specialists

Plan with confidence for the retirement you’ve earned as a union member. We specialize in helping members like you maximize their retirement assets and income potential.

Financial Planning & Investments

To design your personalized plans, we leverage our extensive experience, knowledge and resources to help deliver effective financial solutions for every stage off your life.

Insurance & Protection

Get a thorough risk assessment and secure the appropriate coverage for your needs. Our insurance planning services include life, disability and long-term care insurance planning.

Employee Consulting Services

We’ll help you make informed financial decisions concerning your pension plan and benefits, timeline and distribution strategies. Optimize your benefits in efforts to maximize your assets

Pension Plan Consulting Services

For Unions, we provide thorough retirement plan consultations and conduct plan performance reviews and plan improvements. We also offer group education and employee consultations.

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