Ramirez Wealth Management is approaching its half century mark in providing customized financial advice and investment solutions for our clients, which include 2nd and 3rd generations of family wealth,
family offices, endowment and foundations and financial consultants that service these groups.
Our team of highly experienced professionals have a time-tested process that has produced strong results through various market conditions.
We work side-by-side with our clients, each step of the way to help create and implement customized programs, financial and estate plans for each of their unique situations.
Ramirez has a long term track record of producing competitive returns in several investment strategies, which include; tax-exempt and taxable fixed income strategies, as well as our equity and balanced strategies.
- Over $1.3 Billion Advisory Assets
- More than 2,000 privately managed accounts
- Nearly 50 years of experience
- Team consisting of 20 Ramirez professionals
- Headquartered in New York City, founded in 1971.
- 10 regional offices