He believes his clients should protect their hard-earned retirement assets while also employing effective strategies to grow their assets to sustain a long and comfortable retirement. His ultimate goal is to guide his clients down a path of success that will help them achieve life-long goals.
Whether you're an individual looking for investment real estate, investment strategies, retirement income, or a business owner looking to find an exit strategy and retire or make a change, Ray focuses on helping people invest in real estate, either through a private or direct placement. Maybe you want to find tax strategies for your investing or 1031 exchange programs for accredited real estate investors. Ray will work with you on your terms by offering a broad range of financial products and services including brokerage services and financial planning.
Specialties: 1031 Exchange opportunities. Investment management, Retirement planning, Financial Planning, Real Estate Investment Trusts.
Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA), all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only.
DeWitt Wealth Management is independent of CIS, CAM and CIA.