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Our focus is you.

Ramsay Wealth Management is an independent investment advisor representative of J.W. Cole Financial, Inc., offering a wide range of financial products and providers. We believe in fully understanding you, your family or business, and your financial needs and goals. We develop a plan based on what you want to accomplish, educating and guiding you along the way. We always have your best interests in mind.

Since 1998, Rich Ramsay and his team of experienced financial professionals have worked closely with clients to help them accomplish their wealth and retirement goals – and much more. We pride ourselves on our relationships – how we treat you, how we communicate, and how we help you feel more comfortable with your future.  

Our Mission

The mission of Ramsay Wealth Management is to build long-term relations, educate, and inspire confidence as clients work toward their financial goals. 

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Important Consumer Information

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

  • Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
  • Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

For more information please contact
Rich Ramsay at Rich@RamsayWealth.com

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Ramsay Wealth Management and JWC/JWCA are unaffiliated entities.

PRIVACY POLICY

For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically.

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