Raffa Wealth Management LLC is a trusted fiduciary that specializes in providing investment management services for nonprofits and associations in Rockville, MD. Their team of experienced financial advisers offers a tailored approach to investing reserves, endowments, and retirement plans, aligning investment policies with organizational goals and values. With a focus on minimizing risks and expenses, Raffa aims to provide a reliable and efficient experience for their clients, offering proactive communication and high-quality reporting.
With over a decade of experience, Raffa Investment Advisers has built a strong reputation for their exceptional communication skills and responsiveness. Their personalized approach and expertise in helping clients meet their investment goals have earned them the trust of both management and board members. Raffa's commitment to providing timely and relevant data through their annual Study on Nonprofit Investing reflects their dedication to empowering nonprofits with the knowledge they need to make informed investment decisions.
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