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Investment Services for Individuals & Families  

Tailored portfolio management and retirement income planning for individuals and families — built on proactive communication and tax-smart strategies. 

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Personalized Wealth Management, Built for What's Next 

We help you retire with confidence, structure your wealth with purpose, and invest with intention.

Retirement Income Planning

Using industry-leading technology like RightCapital, we help you build a clear, personalized income strategy to support your lifestyle—before and during retirement.

Tax-Efficient Portfolio Management

Our investment approach emphasizes after-tax returns through tax-loss harvesting, asset location strategies, and cost-conscious fund selection. 

Customized Asset Allocation

We create and actively manage diversified portfolios that reflect your goals, risk tolerance, and long-term vision

Legacy & Estate Coordination

We work alongside your estate attorney and CPA to align your investment strategy with your family’s legacy and philanthropic priorities.

Proactive Communication & Planning

Our team is structured to ensure ongoing engagement—not just annual check-ins. We’re here when life changes and markets shift. 

WHY WE STAND OUT

Why High-Net-Worth Families Choose Raffa 

Dynamic Planning Tools 

Dynamic Planning Tools 

We bring your retirement income plan to life – visually, interactively, and clearly.

Tax-Aware Investing 

Tax-Aware Investing 

Our portfolios are designed to reduce tax drag.

Personalized Access 

Personalized Access 

Our fiduciary advisers are credentialed professionals who put your needs first and value proactive communication.

Hear from Our clients

TESTIMONIALS

“We’ve had a great relationship with Raffa Investment Advisers for nearly five years. Their nonprofit experience and the qualifications of their advisors have allowed us to align investment strategy with our mission. The education they provide has been of great benefit to both our Board of Directors and Finance Committee. Raffa’s client communication is timely and on-target and the quality of reporting is always high.”
David Teske, Director of Finance and Administration Association of College Unions International

FAQs 

Who do you work with?

We work with individuals and families who have $1 million or more in investable assets.

No. We are fee-only fiduciaries. We don’t sell products or earn commissions—ever.  Please reference Raffa’s Form ADV Part 2 for more information.  

We use RightCapital to model cash flow, income projections, tax planning, and estate strategies with precision.  This dynamic, online tool allows our clients to gain better insights into their retirement planning.

Absolutely. We believe in coordinated planning and will work closely with your existing tax and estate professionals.

We maintain a proactive communication schedule and are always available when you need us. No call center, no long waits—just a responsive advisory team.

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Disclosures: Data