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Wealth Management

The term “wealth management” is thrown around plenty, in the boardrooms of private client firms, in trade and mainstream articles and by financial advisors in front of clients. Still, most professionals are hard pressed to actually define the term with any degree of precision.

Here at Ratón Wealth we describe 'wealth management' as providing expert advice in the three areas of Growing, Protecting and Transferring Wealth.  

Rather than trying to integrate pieces of advice and various products from a series of professionals, Ratón Wealth benefits you by taking a holistic approach in which all the services are coordinated for your own or your family’s current and future needs in the following areas.

Financial Planning

Financial planning is a process, not a product. It is the long-term method of wisely managing your finances so you can achieve your goals and dreams, while at the same time negotiating the financial barriers that inevitably arise in every stage of life.

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Asset Management

Using dynamic investment strategies that actively adjusts a portfolio’s positioning. The goal of our strategies is to improve the risk-adjusted returns of passive management investing and avoiding severe downturns in the markets by utilizing a tactical overlay of passive ETFs.

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Estate Planning

Estate management involves making certain health-care decisions while you are in control – and getting your financial affairs in order. In addition to a will, there are several documents that can help you pursue your estate management goals.  First, there are key financial documents, such as joint ownership, durable power of attorney, and living trusts.

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