Raymond Wesley Wealth Management Email Format
Investment ManagementCalifornia, United States2-10 Employees
Raymond Wesley Wealth Management is an independent financial services firm that serves individuals and business owners in Southern California. Its team includes Accredited Investment Fiduciary Designees who provide unbiased financial guidance, with a focus on collaborating with clients to tailor and execute financial plans while delivering high-touch service. The firm also offers retirement plan consulting for executives and plan sponsors, helping design and address the needs of defined contribution plans, defined benefit plans, and group health insurance arrangements. Based in Irvine, California, the company positions itself within the investment management industry as a fiduciary-aligned advisor dedicated to client-centric planning across multiple Southern California communities. The firm operates under the umbrella of LPL Financial for securities and advisory services, reflecting a partnership approach within the broader financial services ecosystem.