We provide a full array of wealth management services for our private clients including: estate and business succession planning, philanthropic support, sophisticated investment advice and portfolio implementation. RA Bench also provides personal financial management services to a select clientele who demand the highest quality work and the utmost discretion.
In addition to work for private clients, RA Bench offers deep expertise in the design and financing of the fringe benefit arrangements that comprise the backbone of modern compensation plans for executive officers and other senior management. We also provide broad-based, long-range benefit financing structures for financial institutions and other large enterprises in the service, agricultural or non-profit sectors.
The firm is comprised of an S.E.C. Registered Investment Advisor, a FINRA member Broker/Dealer, and a Life and Health Insurance broker doing business across the United States. Our ability to source product from the world’s leading banks, insurance companies and investments firms, while working exclusively on behalf of our clients gives us a distinct competitive advantage. RA Bench’s independent and broadly based business structure provides assurance that the client’s interest is never compromised. Whether the assignment is assisting a family with multi-generational wealth management, helping a successful company implement fringe benefit arrangements for senior executives or developing a financing system to offset or recover the costs of employee benefits, there is no better service provider for the discerning client.
Our Philosophy
At RA Bench we provide advice, services and products in order to address the financial security and wealth management concerns of financially successful human beings – directly or through an enterprise.
We seek an extraordinary clientele: People and organizations of character, intelligence, and good will. In exchange for our clients’ consideration, we will do the very best work of which we are capable. We will do this constantly, and we will improve continually. To succeed in our endeavors requires a commitment to quality, teamwork, and to achievement for its own sake. We respect our clients and each other. We can do this – and derive profound satisfaction and financial reward in the process.
Quality thinking • Quality work • Quality people • RA Bench
