Disclosures

Form ADV Part 2A
Form ADV Part 3
Raffa Rollover Disclosures
Privacy Notice

At Raffa, we provide a modern, efficient approach to investing nonprofit and association reserves, endowments, and retirement plans.

Schedule a Consultation

ABOUT US
NONPROFIT INVESTING
PRIVATE WEALTH
RESOURCES
CONTACT US

Disclosures

Raffa Wealth Management, LLC dba Raffa Investment Advisers (“Raffa”) is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. The information on this website is for informational purposes only and should not be considered investment or financial advice. For more information on our firm, please view our Form ADV Part 2 which can be found on the disclosures page of our website. The Form ADV Part 2 is the disclosure document that outlines material arrangements and business practices as well as how Raffa addresses conflicts of interest. Information pertaining to Raffa’s advisory operations, services, and fees is set forth in Raffa’s Form ADV Part 2. In addition to supporting nonprofit clients, Raffa also provides advisory services to qualified retirement plans and individual investors. Our full disclosures are available here.