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Fiduciary focused wealth management, comprehensive financial planning and insurance services designed to secure your financial future

OUR MISSION

At Van Ray Wealth Management, we are committed to revolutionizing your personal wealth management experience  with holistic investment management, innovative financial planning and proper risk planning. We strive to provide innovative approaches to help our clients achieve their financial goals and navigate the ever-changing financial landscape.

OUR SERVICES

Comprehensive Financial Solutions for Every Stage of Life

FINANCIAL PLANNING

We offer customized financial planning services designed to build, preserve, and protect wealth for individuals, families, and businesses.

Wealth Managment

Our investment management services are rooted in a disciplined approach aimed at optimizing portfolio performance and aligning risk management with clients financial objectives.

INSURANCE PLANNING

We specialize in developing tailored insurance stratagies to help clients secure their financial future and enjoy the safe retirement they envision.

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Our Impact

2200+

CLIENTS SERVED

1958

YEAR FOUNDED

95%

CLIENT RETENTION

60+

YEARS OF EXPERIENCE

STRATEGIC ALLIANCES

Our Partners

We have established strategic partnerships with leading financial institutions, legal advisors, and industry experts to enhance the breadth and depth of our financial services. These collaborations enable us to deliver unparalleled value and expertise to our clients.

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FINANCIAL INSTITUTIONS

LEGAL ADVISORS

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ESTATE PLANNING

TECHNOLOGY PROVIDERS

JOIN OUR TEAM

We are always seeking passionate and talented individuals to join our team. Explore career opportunities and become a part of our dedicated team committed to transforming the financial planning and investment landscape.

FINANCIAL PLANNER

Seattle, WA

Are you a dedicated and client-focused financial planner looking to make a meaningful impact in the lives of individuals and families? Join us in shaping the future of financial planning.

Van Ray Wealth Management

Phone

Address

800-570-6333

120 W Dayton Street Suite B-6 Edmonds WA 98020

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© 2025 Van Ray Financial L.L.C. 

 

Van Ray Financial L.L.C dba Van Ray Wealth Management is a registered investment adviser in the state of Washington. The adviser may transact business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.

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