A PARTNERSHIP BASED ON EARNED TRUST

 

At Ramapo Wealth Advisors, we are committed to serve the evolving needs of our clients. We view our client relationships as a partnership, where we dedicate ourselves to help them achieve their financial and life goals.

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RAMAPO WEALTH ADVISORS

We seek to enhance our clients’ lives by helping them proactively plan for their future and act as a trusted resource along the way. We help them live balanced lives and believe that their wealth should be managed to last more than a lifetime.
 

HOW WE WORK WITH YOU

 

WEALTH MANAGEMENT

Effective wealth management requires a combination of risk management, prudent portfolio construction and the development of a comprehensive personalized plan.

 

FINANCIAL PLANNING

Our team of financial planning professionals will design a plan that evaluates your current situation by analyzing your assets, income and expenditures. Whether your focus is planning for retirement, education or legacy planning, we will help you develop a plan for all of your goals. We provide periodic scheduled reviews and modifications as life circumstances change, ensuring that your financial plan stays current.

 

INVESTMENT MANAGEMENT

Based on your personal risk tolerance and financial goals, a personalized portfolio will be developed, monitored and reviewed.

 

ESTATE & TAX PLANNING

A collaborative approach with tax and legal advisors is used to craft an effective strategy for each client’s personal goals and circumstances.

 

INSURANCE & RISK MANAGEMENT

Chronic illness, premature death and lawsuits can threaten the wealth you’ve worked hard to attain. We help identify risks that can derail your financial plan and recommend appropriate solutions.

 

LEGACY & PHILANTHROPIC GIVING

Leaving a legacy by funding charities and causes consistent with one’s values offers the donor both personal and financial benefits. Ramapo Wealth Advisors are experienced in presenting clients with a wide variety of options that can help them incorporate these goals through planned giving during their lifetime and also as part of their final estate.

Firm Introduction

Ramapo Wealth Advisors is an independent private financial services firm, with professionals delivering multifaceted financial solutions and quality service to our clients and their families.
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OUR STORY

Ramapo Wealth Advisors was established with the mission of delivering the highest quality personalized planning advice and investment solutions to each of our clients. Everyone at our firm are partners dedicated to exceeding the expectations of our clients. Our firm is built with a focus on integrity, culture and partnership.
Our focus is always on our clients and their needs. We help people make sound financial decisions and durable plans that will last through major life events and grow with them over the years. We aim to educate our clients on choices available and provide them with a variety of solutions tailored to their goals and personalities.

COMMITMENT TO OUR CLIENTS

At Ramapo Wealth Advisors, we play a role in all elements of our cleints’ financial lives, serving as a trusted partner. Through our comprehensive approach, we help clarify their goals, saving them time, reducing the amount of work they have to do, empowering them to feel confident knowing that they are taking the right steps in pursuit of their goals. Our mission is to help our clients live a balanced life and work with them in achieving their passions.

A FIDUCIARY RESPONSIBILITY TO OUR CLIENTS

As a Registered Investment Advisor (RIA), Steward Partners Global Advisory acts as fiduciary to our advisory clients. This means that The Firm has a fundamental obligation to act in the best interests of our clients and to provide investment advice in our clients' best interests. The Firm and its advisors, owe our clients a duty of undivided loyalty and utmost good faith. The Firm does not engage in any activity in conflict with the interest of any client, and takes steps reasonably necessary to fulfill our obligations.**

**https://www.sec.gov/divisions/investment/advoverview.htm

Recognition

We pride ourselves on delivering platinum level client service with an unwavering commitment to excellence.
STEWARD PARTNERS – WE’RE NOT JUST PARTNERS, WE’RE FAMILY.
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OUR RELATIONSHIP WITH

Raymond James

In 1962, Bob James set out to build a different kind of financial services firm. In the years since, that firm has grown to become a leader in its industry, dedicated to and driven by a focus on independence, integrity, conservative risk management, and always putting clients first.

Ramapo Wealth Advisors, in conjunction with Steward Partners Global Advisory, selected Raymond James as a custodian and platform provider given their strong commitment to best-in-class technology and deep reserve of human intellectual capital. Backed by their world-class resources and cultural alignment, we are able to fulfill our mission to serve select, ultra-wealthy clients with the core tenets of integrity and trust.

Our relationship with Raymond James allows us to consistently and conscientiously put you and your goals at the forefront of our work.

Our affiliation with Raymond James is an important part of how we serve our clients. Raymond James is one of the largest independent financial services firms in America, and helps support our business by providing access to leading investment research; surrounding our team with experts on a broad range of financial disciplines; offering operational and trading support to our team and clients; and enabling us to access market-leading technologies.

The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock

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Glossary

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