What are the opening hours?

Monday 8am - 4:30pm Tuesday 8am - 4:30pm Wednesday 8am - 4:30pm Thursday 8am - 4:30pm Friday 8am - 4:30pm

RAI Wealth

We are a team of people, committed to serving your family and its unique values and goals. Family is at the core of what we're all about.

Please see website for full disclosures. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through RAI Wealth, a Registered Investment Advisor. Private Client Services and RAI Wealth are unaffiliated entities. Private Client Services does not accept orders and/or instruc

tions regarding your account by e-mail, voice mail, fax or any alternate method. Transactional details do not supersede normal trade confirmations or statements. E-mail sent through the Internet is not secure or confidential. Private Client Services reserves the right to monitor all e-mail. Any information provided in this e-mail has been prepared from sources believed to be reliable but is not guaranteed by Private Client Services and is not a complete summary or statement of all available data necessary for making an investment decision. Any information provided is for informational purposes only and does not constitute a recommendation. This e-mail is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination, or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you received this message in error, please contact the sender immediately and delete the material from your computer.

09/02/2026

Social Security is facing real financial pressure, but the story is far more nuanced than the headlines suggest. The program is more resilient than most people think. Visit https://raiwealth.com/resources to find out more.

07/01/2026

Direct indexing offers a personalized twist on traditional index investing, allowing for tax-loss harvesting and customization that a standard ETF simply cannot provide. Learn how this evolving strategy works at https://raiwealth.com/resources and who it might be the right fit for.

06/03/2026

Good financial advice does not make for good content. It never has. But often the monotonous approach yields the best results. Learn how at https://raiwealth.com/resources

05/07/2026

We’re committed to continuously raising the bar for our clients—and that starts with investing in our team.

Scott Brown and Greg Aagaard recently earned their Certified Exit Planning Advisor (CEPA®) designation, strengthening how we support business owners through critical long-term decisions.

What that means in practice:
• A clear, evolving view of your business value—and what drives it
• Exit strategies built early to preserve flexibility and control
• Alignment between business decisions and personal financial goals
• Focus on the key levers that grow enterprise value over time
• A structured, forward-looking process to guide decisions throughout ownership

Great planning starts with understanding what matters most—and building a path around it. This is another step forward in delivering that standard for the business owners we serve and our community.

Please reach out if we can help!

05/04/2026

Election years can bring a lot of volatility. Staying invested and focusing on the long term remains the best way to weather those storms. Read to find out more. https://raiwealth.com/resources

04/01/2026

Every major crisis in history has sent markets into a panic — find out why disciplined investors who stayed the course always came out ahead.
Found at https://www.raiwealth.com/resources

03/04/2026

The rise of easy trading platforms and social media boosted hype has led many investors to a place of dangerous volatility. Learn how balanced investing can put you back on track. Visit https://www.raiwealth.com/resources to learn more.

02/02/2026

The type of account holding your money often matters just as much as the investments in it. Visit https://www.raiwealth.com/resources to learn about how each account should be used and their tax implications.

01/16/2026

We are excited to announce that with the turn of the calendar, RAI Wealth has added a new division: RAI Tax!
After a year-long exploration and search, we have onboarded two tax professionals that allow us to offer the following to the families we serve:

- Tax planning and strategic advice
- Answering tax related questions
- Identifying opportunities to minimize taxes and maximize wealth
- Assistance with estate planning, charitable giving and succession planning strategies
- Preparation and filing of tax returns

Kyle Harwin, CPA®:
Kyle is joining our team as Director of Tax after working as a Tax Analyst for Zurich Insurance. Kyle earned both his undergraduate degree and Master of Accountancy at the University of Kansas where he was a Chick Evans Scholar. Kyle earned his Certified Public Accountant designation in September 2021.

Jack Hogan, CPA®:
Jack is joining our team as the veteran CPA with a mission to get RAI Tax running smoothly while providing his mentorship and extensive knowledge of the tax world. Jack’s career has included being the Director in the Office of Finance for the DuPage County Forest Preserve District as well as running his own accounting practice these past 17 years. Jack earned his undergraduate and MBA in Accounting & Finance at DePaul University.

01/02/2026

Too much of financial planning is made on behavioral impulses. Avoiding these common pitfalls can go a long way towards financial wellbeing. Visit https://www.raiwealth.com/resources for more information.

Address

Naperville, IL

Opening Hours

Monday	8am - 4:30pm
Tuesday	8am - 4:30pm
Wednesday	8am - 4:30pm
Thursday	8am - 4:30pm
Friday	8am - 4:30pm

Telephone

+16307338434

Website

http://www.raiwealth.com/

Alerts

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