Private Wealth Strategist

Raymond
Knezek II

Raymond Knezek II, is a Financial Advisor with Allied Wealth and has been helping clients reach and maintain their Financial Goals for over a decade. As a fiduciary advisor, he enjoys taking a comprehensive approach to his clients, assisting them in achieving their financial goals. Equipped with the heart of a teacher, Raymond excels at thoroughly educating his clients on the advantages and disadvantages of the possible financial decisions in thier path. This approach allows them to work cohesively to create and execute a comprehensive Financial, Tax, and Estate Plan that will guide them to and through retirement.

Raymonds Expertise spans through:

Retirement Planning: helping clients build a solid foundation for their retirement years. From optimizing 401(k)s and IRAs to creating personalized withdrawal strategies, he ensure a comfortable and secure retirement.

Long-Term Wealth Strategies: His goal is to grow wealth over time. He works closely with clients to develop customized investment portfolios, considering risk tolerance, time horizon, and financial goals.

Tax Efficiency: Taxes can significantly impact wealth accumulation and be your biggest expense in retirement. He guides clients through tax-efficient investment choices, estate planning, and charitable giving to minimize tax liabilities.

Generational Wealth: Generational wealth isn’t just about money; it’s about values and legacy. He helps families pass down financial wisdom, assets, and opportunities to future generations.

Private Wealth Management: For high-net-worth individuals, he offers tailored solutions that preserve and enhance wealth. Whether it’s estate planning, trust management, or philanthropic endeavors, he ensure privacy and discretion.

Raymond has gained extensive experience working in a multitude of roles within the financial industry. A University of Houston alumni, Raymond cut his teeth in the banking industry earning top grades from his clients and developing his love of finance. Ray spends his free time with his wife and three children. Ray is also a racing and tech enthusiast that loves staying up to date on the current bleeding edge technologies of today.

His commitment is to empower families with financial knowledge, ensuring their legacy extends beyond dollars and cents. Let’s build a lasting financial legacy together!

Executive Team

Advisor Team

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