Investment Opportunities

At Ramsay Wealth Management, we are able to help our clients by providing access to a wide range of investments. From stocks and bonds, to mutual funds, variable annuities, and Real Estate Investment Trusts, we can help clients find the investment vehicle that is right for their situation. See the Glossary in our Resource Center for more information.

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Richard W. Ramsay

CPA, PFS 

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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.

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.

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

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TESTIMONIALS

What Our Clients Are Saying

"Very impressed with initial consultation - Brady's depth of knowledge, asking the right questions, very professional and yet friendly, the kind of person you want on your side. Highly recommend Ramsay and Associates."

Jeff Vesel

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Recent News & Tips

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Different Types of Donations Impact Tax Deductions

By Brady Ramsay • October 6, 2026
Are you making charitable donations between now and year end? If so, it’s important to know how different types of donations impact tax deductions.
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Don’t Let the IRS Treat Your Side Gig as a Hobby

By Brady Ramsay • September 8, 2026
Whether the IRS considers your side gig a business or a hobby determines whether you can deduct related expenses. Let's take a closer look.
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What’s the Meaning of That Estate Planning Term?

By Brady Ramsay • August 11, 2026
With a language all its own, estate planning can be overwhelming. We’ve outlined a glossary to help you understand the meaning of estate planning terms.