Our Story
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.
Today…
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.
Contact Wealthstreet Investment Advisors today to discuss your investment portfolio needs.
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