Our story
We focus on comprehensive solutions to help maximize your wealth and financial independence for individuals and businesses alike.
Today’s investment climate can offer many opportunities. Our mission is to help clients take advantage of our holistic approach to Planning. It is our belief that through holistic advice, Jonathan as your advisor can develop strong, long-lasting relationships, as financial planning1 provides visibility into your full financial picture rather than just one aspect.
With full access to your overall financial standing, we will be well-positioned to make meaningful recommendations becoming your source for trusted financial advice.
RANDA Wealth Strategies is a boutique financial services firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is independent, so our loyalty belongs exclusively to our clients. Our complete independence means we remain objective and construct a financial plan.
We recommend Holistic, comprehensive strategies to address your personal and/or business needs.
RANDA { What it means}: R : { RISK }
AND : { & }
A : { ASSET }
RANDA { Latin}: { ADMIRABLE }
Fee-based Financial Planning.
This means, our strategic financial plans are only influenced by your needs.
Our clients are the most important stakeholders to us and are not just a means to an end.
What we do
We can help with your financial planning needs, whether
your situation is straightforward or out of the ordinary.
Simply, we work with each client to help develop, implement
and maintain a relevant and comprehensive financial strategy,
assisting clients to grow their wealth, meet lifestyle objectives,
and protect against risks.
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We can help you achieve your goals, no matter how big or small
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We can assist you to become financially secure
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We can help you make smart decisions with your money
our firm profile:
2015
founded
19 years
experience
Our Core Values
We have three core values that form the basis for everything we do
01
Independent
A boutique financial services firm.
Our firm is independent, so our loyalty belongs exclusively to our clients.
Our independence enables us to establish working relationships with a number of industry-leading firms and insurance providers whose products we can leverage to help create customized client portfolios.
We recommend only those products and services that can be tailored to suit our clients' unique needs.
02
Integrated
Managing your financial affairs with a comprehensive approach
Extensive business experience — Access to resources to complement all financial advice with a piece of vast knowledge
in all phases of financial planning.
Multi-discipline — Our services extend beyond providing
access to fee-based financial planning and investment advisory services through Eagle Strategies LLC, in addition, includes business planning and corporate benefits solutions.
03
Teamwork
Full access to a long-standing team of professionals with rich business backgrounds
Coordinating with your other professionals — Accountants, Estate Attorneys, Tax Professionals, Insurance Agents, and
other professionals necessary to coordinate the best service and advice for our clients.
Access to resources — The support of an array of support services from our strategic partners