Ray is President and a Senior Advisor of Brightworth. As a firm we bring Private Wealth Mangement services to high net worth families including stratetgic wealth, tax and investment strategies.
Ray brings years of experience working with wealthy families, many who are business owners, entrepreneurs and executives and their unique understanding of risk and how wealth is created, preserved and deployed for its greatest impact.
The Brighworth Difference can be summarized by the following attributes:
1. Deep expertise across the financial disciplines as well as a deep understanding of our clients has allowed us to maintain a 98% client retention rate over the last 10+ years.
2. Accountability to our clients by reporting returns at the portfolio, asset class and manager level net of fees and expenses.
3. Aligment with our clients goals by charging our clients on a fee only basis with no commissions or proprietary products.
4. Longevity with our client families through a fully developed firmwide succession plan that ensures our advisors will be advising the firms clients well into the future.
5. Consistent performance by providing an enterprise level global investment solution that ensures each client gets the best thinking of the entire firm.