R&A Wealth Management was created to serve select affluent and emerging affluent clients by providing customized wealth management solutions which allow them to achieve financial peace of mind, confidence, and the ability to keep promises made to spouses, children, others of importance to them, and themselves.
We are affiliated with Roy & Associates, CPA’s through common ownership. This allows for a synergy unique to our company. Would you like to be able to simplify your life by consolidating your tax and accounting resource with your financial planning resource?
In today’s busy environment, who has time to meet with several different professionals? What about the disconnect between your CPA, financial planner, and insurance agent?
Our solution provides for complete unison between all of your wealth care needs……resulting in the best possible solutions that work together.
Our Services
Our approach to your wealth care needs is holistic and long-term. We strive to provide the right solutions for your financial challenges and goals and are committed to offering you advice in every area of financial services. We organize our approach to wealth care around 10 key areas of wealth care planning, called the Method 10.
Method 10 is a systematic process of discovery, analysis and application of wealthcare planning tools designed to help you resolve the 10 crucial wealth care issues you are likely to face. From investment planning and income protection to estate planning and debt management, we help you arrive at a comprehensive picture of your financial situation and devise a plan of action.
Securities offered through 1st Global Capital Corp. Member FINRA/SIPC
Investment advisory services offered through 1st Global Advisors, Inc.
We are currently licensed to offer securities in the state of Maine. This is not an offer to sell securities in any other state or jurisdiction.
Wealth Management
