Over 40 Years ago...
…Gerald L. Ray had a vision for creating a wealth management firm that provided unbiased investment advice and unmatched personal service to build and protect the wealth of our clientele. He believed that the best way to serve our clients was to be fiduciaries, by always putting the interest of our clients first.
Wealthstreet Investment Advisors, LLC (Wealthstreet) continues to fulfill the original philosophy in which Gerald L. Ray & Associates, Ltd. was originally founded. Wealthstreet was formed by the investment professionals of Gerald L. Ray & Associates, Ltd to offer a continuation of the forty years of experience in investment advice and client service. Wealthstreet was founded on the firm belief that when your personal finances are built on a strong foundation the potential for assets to grow over time significantly increases.
Today, Wealthstreet is considered a leading regional investment firm with assets under management above one billion dollars. We create custom portfolios for our clients, specifically designed to assist in achieving client goals within their risk tolerance and time horizon. Our clients, include senior corporate executives, professionals, business owners, and other high net worth individuals and their related entities including trusts and charitable foundations. Our unique customized investment process has fostered long-lasting client relationships that have endured through multiple market cycles.
An intimate wealth management boutique for high net worth families seeking close relationships with seasoned advisors who offer sophisticated portfolio management & investment advice.
Effectively managing wealth requires technical knowledge of investments, taxation, risk management and other complex subjects. Our team is focused on developing and managing comprehensive financial strategies that help meet our client’s individual needs and helps them achieve their goals.
Our customized approach to building portfolios allows us to partner with you. As a client of our firm you’ll know what we buy and how it fits in your portfolio to help you achieve your goals.
The most integral driver of our success over the years is our client-driven mentality. We are trusted stewards of our client’s family security, a responsibility we take very seriously.