Skip to main content

 Ralicki Wealth Management & Trust Services

  • Phone: 772 221-4508
  • Email: Alex@RalickiWM.com

Form CRS Client Login Free Risk Assessment Here Tax Client Upload

 Ralicki Wealth Management & Trust Services

  • Home
  • About 
    • Our Team
  • Solutions 
    • Solutions
    • Investments
    • Asset Allocation
  • Resources 
    • Useful Websites
    • Financial Calculators
    • Video Library
  • Blog
  • Contact

  1.  

  2.  

  3.  

Working Together to Create

Financial Freedom For You

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More

Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More

Learn More Today About

How We Help

Contact us today to find out how we can help with your financial needs.

Contact Us

 

Previous

 

Next

“What the wise do in the beginning, fools do in the end.”

 

― Warren Buffett

About Us

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

Story
& History

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

More

Values
& Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

More

Mission
& Services

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

More
Find Out More About Us

Our Services

We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client’s trusted advisor.

View All Services
 

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them.

 

Our Process

A strong planning process is the best way to create a more financially secure plan.

 

Investments

Investments can play a key role in your financial security plan.

 

Insurance

Insurance is essential to any comprehensive financial security plan.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

Managing your finances is an important component to any financial security plan.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile.

Our Investment Process

Home

Meet Our Team

Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.

View All Team Members
Photo of team member

David A. Ralicki, CPA/PFS has been practicing accounting and tax services for over four decades. He began working at a national accounting firm in...

David A. Ralicki, CPA/PFS

Photo of team member

Alex Ralicki, MSA, enjoys the role of Client Quarterback with Ralicki Wealth Management and Trust Services (RWMTS). At the boutique wealth...

Alex Ralicki, MSA

Nicholas Christensen started his career in the financial field in 2015 as a teller with PNC Bank.  There he enjoyed his position as he was...

Nick Christensen

Latest News

Blog & Events

Stay up to date with our latest financial news and events. Register today for one of our workshops or subscribe to our blog.

View All Blog Posts

Weekly Market Update 6/6/2022

Submitted by Ralicki Wealth Management & Trust Services on June 6th, 2022

Wall Street has faced many obstacles this year. The primary concern is high inflation, which is pushing the Federal Reserve to aggressively tighten the monetary reins.

  • Read more

Weekly Market Update 5/31/2022

Submitted by Ralicki Wealth Management & Trust Services on May 31st, 2022

The Federal Reserve is moving full steam ahead on the monetary policy tightening front. The central bank strategy is to cool the economy, hoping that “tighter” money will reduce demand for goods and services, and thus reduce inflation. Specifically the Fed is quickly raising the benchmark short-term interest rate while also selling bonds for cash.

Tags:
  • ECONOMIC AND STOCK MARKET COMMENTARY
  • Finance
  • Inflation
  • market commentary
  • Stock market
  • Read more

Retail Sales Remain High Despite Inflation

Submitted by Ralicki Wealth Management & Trust Services on May 31st, 2022

U.S. retail sales grew at a solid pace in April, reflecting broad-based gains and suggesting demand for merchandise remains resilient despite rampant inflation. 

Tags:
  • ECONOMIC AND STOCK MARKET COMMENTARY
  • Inflation
  • Read more

Looking to learn more?

Join Our Email List
  • Sitemap
  • Legal, privacy, copyright and trademark information
  • 1235 SE Indian Street, Suite 102, Stuart, FL 34997 United States
  • Phone: 772 221-4508
  • Email: Alex@RalickiWM.com

© 2025 Ralicki Wealth Management & Trust Services . All rights reserved.

Website Design For Financial Services Professionals