A mission built on the belief that there’s a better way to pursue your vision
After years working at one of the nation’s largest firms, it was clear there was a better way to more faithfully serve clients. The mission of Rasberry Wealth Management is grounded in the belief that it’s in the best interests of investors to remove as many barriers and conflicts of interest between them and me as possible.
Delivering dedicated service and value, wherever you are
With clients across the country and contemporary changes to how and where people work, I primarily conduct business virtually from a physically and digitally secure and compliant home office using Zoom and over the phone. But I'm also dedicated to meeting clients where they live and work.
For clients and prospects who prefer, including companies and organizations with employees, I'm happy to meet at their homes, offices, conference rooms or boardrooms, using a suite of secure and compliant portable technology for easy video conferencing, presentations and one-on-one meetings.
A commitment to fiduciary principles for advisory clients
My clients deserve a financial advisor that’s as serious about their vision as they are. To deliver on that promise, it’s critical they receive comprehensive, knowledgeable and transparent advice, planning and service. That’s why I adhere to and support the fiduciary ethic for my advisory clients as set forth by The Committee for the Fiduciary Standard.
I will always strive to do the right thing, every day, in every situation, regardless of any consideration other than a firmly held belief that it’s in my clients’ best interests.
For more details, please see my fiduciary oath.
Backed by an industry leader
By aligning with LPL Financial, my clients and I are backed by one of the nation’s largest independent platforms. As a result, my clients and I receive dedicated service and support, with access to industry leading investment, financial planning and operational technology.
LPL doesn't have proprietary products or investment banking relationships. Instead, it offers independent research and recommendations, as well as access to a wide range of investment and insurance options. As a result, I can pass this value on to my clients and help them make informed decisions based on their individual financial goals.