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At Ramsay Wealth Management, we care about you and your financial goals.

We are a local, independent investment management firm offering a full range of available financial products and providers. In order to always operate with your best interests in mind, we make every effort to understand you, your family or business, and your financial needs and goals. We can then develop a solid plan, advise on appropriate investments, and guide you along the way.

The Ramsay Wealth Management difference is simple: how we treat you, how we communicate, and how we help you feel comfortable with your future.

Learn more about our services:

In order to best serve you and your financial needs, we offer a full range of tools, products, and services, including:

Retirement Plans
Health, Life, and Disability Insurance
Long-Term Care and Minnesota Long-Term Care Partnership
Education Funding
Estate Planning
Financial Planning and Analysis
Investments

We partner with Ramsay & Associates Certified Public Accounts to offer additional resources for comprehensive asset management, including tax preparation and planning. 

Want a free portfolio risk analysis? Click here.

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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.

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