Our founder, Stephen Raymond, was raised in a working-class Boston neighborhood. Both of Stephen's parents were union members, his mother, an I.B.E.W. telephone worker and his father a mail handler with the US Postal Service. Stephen's older brother is a retired UPS Teamster. Having grown up around union members, in his adult life and profession, Stephen began to see and understand a unique need in the financial services industry. He wanted to help working-class families and felt uniquely positioned to do so.
So, Raymond went on to establish his own independent fiduciary financial services firm in Massachusetts which has grown into the team and practice you see today. The Raymond Wealth Management team is dedicated to helping union members like you plan well and take full advantage of your retirement assets so you can retire to the life you’ve worked hard to achieve.
You want to know that what you’ve worked a lifetime to achieve will be enough to take care of yourself and your family when you retire. We can help you navigate and find solutions for all the questions and variables surrounding your retirement. Leveraging our experience, knowledge and resources, we create personalized financial and retirement plans for union members. You’ll find confidence knowing that we can help you plan for the future you desire.
Understanding your employer and labor union benefits can help you unlock the full potential of your retirement plan, ultimately helping you maximize your retirement income potential. The Raymond Wealth Management team specializes in helping union members like you make the most of their retirement assets, especially union benefits. We focus the efforts of our entire team, leveraging our specialized knowledge, extensive experience and a wealth of resources, to help you get more from your retirement.
Your neighbor, your coworker, your brother-in-law — people all around you may be encouraging you to retire and may even be retiring or retired, themselves, but your situation is unique to you. And that’s where our personalized planning comes in. Your Raymond Wealth Management financial advisor can help you determine your savings goals, how to make the most of your retirement assets and when exactly you should retire, even down to what quarter of the year. We’re problem-solvers at our core. Let us take a look at yours.
Stephen Raymond is an Investment Adviser Representative and the Founder of Raymond Wealth Management. A lifelong Bostonian, Stephen is a graduate of Boston College and received his MBA from the Sawyer School of Management at Suffolk University. Prior to establishing the Fiduciary Financial Services firm that bears his name, Stephen spent over 23 years working at firms like Morgan Stanley, Merrill Lynch, ETrade and most recently, Scarborough Alliance Group. Stephen holds his series 7, 63, 65 and 66 registrations in addition to Life and Variable Insurance licenses. Stephen focuses on the retirement needs of working men and women and their families.
Being from a union family and upbringing, we have a unique desire to help members understand their employer’s benefits and maximize their retirement assets so clients can get the most from their hard work.
Our clients can rely on us to educate them on how their plans work, what’s beneficial for their unique circumstances and when to make the adjustments needed to stay on track to pursuing their goals in life.
We’re problem solvers committed to bringing all options to the table to help our clients. They can expect personalized attention when it comes to their assets, as well as a myriad of solutions in support of their success.
Our recommendations stand apart from cookie-cutter planning because we don’t earn money based on the products we recommend. We create plans unique to each individual and their values, goals and circumstances.
A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It's fast, free and displays your number instantly.
We offer a variety of financial and retirement planning, investment and wealth management services. We specialize in helping Unions and their members make informed decisions concerning their pension plans.
Raymond Wealth Management takes a solutions-based approach to financial planning and wealth management. By getting to know you, your values, needs, goals and circumstances, we can help you plan for the future you deserve.
Ready to get started? The Raymond Wealth Management team is ready to help you plan with confidence toward your ideal retirement. Contact our MA office today to set up your initial consultation with a financial advisor.