Wells, Roselieb & Raia Wealth Management, LLC

As your financial resource, we are committed to helping you accomplish your unique financial goals and objectives. After developing a thorough understanding of your risk tolerance and short and long-term goals, we will work together to create a customized financial plan. In order to accomplish this, we will take you through the planning process, which is designed to help us determine how to best address your financial goals and dreams. Building an investment portfolio designed to address your unique long-term goals and financial dreams is a complex process that requires knowledge, skill, dedication, and experience. For investors in todays ever-changing financial markets, a professional financial advisor can provide the necessary advice to help you pursue your financial goals. Analysis of needs and goals Asset allocation strategies Manager Selection Retirement Income Investment Strategies Ongoing monitoring and maintenance of investments Ongoing Education Tax management *...