What Our Clients Receive
Stephano Financial Management is an independent wealth management organization, which is headed by Raymond Stephano CPA, CFS. He is dedicated to providing comprehensive financial* and estate planning services to our clients. We recognize that our clients lead active and complex lives. They understand that managing their wealth is more complicated and time-consuming than ever before. Our focus is on creating value for our clients.
Raymond Stephano CPA, CFS is dedicated to providing an unprecedented level of service in planning for each client’s financial future, management of their investments*, and planning for the needs of their families.
The Investment* Process
Utilizing his extensive experience, Raymond develops comprehensive wealth management solutions which include a customized investment plan that is unique to each client and always in their best interest. The plan is prudently implemented and the portfolio is professionally managed on a continuous basis. His strategy is to look at what is ahead in the complex capital markets, and to identify opportunities to make tactical recommendations for wealth creation and preservation.
*These services are offered by Raymond Stephano through his affiliation with Avantax