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
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
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.