Raleigh Wealth Management and Financial Planning Firm Serving Business Owners, Families & Retirees Nationwide
Advice for what matters most.
Who Does Emella Work With?
- Business Owners & Entrepreneurs
- Multigenerational Families
- Pre-Retirees & Retirees
- Life Transitions
- Corporate Executives
John Rumsey, CEPA®, CPWA®, CRPC®
Managing Partner
Ready to Talk Through What Matters Most to You?
Your first meeting is simply a conversation. Bring the decision that has been on your mind, and we can talk it through, answer your questions, and show you what the next two meetings would cover. From there, you decide whether to keep going.
Our Three-Step Financial Planning Process
Meet and Explain
Step 2.
Gather Your Information
Step 3.
Make Recommendations
We review your plan with clear recommendations that cover any changes, costs, and future expectations.
Three meetings is what it takes to understand your life well enough to tell you what we would do in your place. We invest that time up front, with no planning fee or hourly charge for those three meetings, so you can see how we think before you decide to work with us.
FAQ
Most Asked Questions
How Is Emella connected to RHA Wealth?
RHA Wealth is becoming Emella. Our new name comes with a new look and a new website at emella.com, which launches in December.
Why is RHA Wealth changing its name?
Over the last several years, our clients’ lives and goals have grown more complex, and the help they need from us has evolved. Those changing needs led us to build Emella, a new company with a clear vision for how we can better serve our clients with more comprehensive support. Our new name and website at emella.com are the first steps, and we have several more updates in the works to expand the services we offer our clients.
When will the change take place?
Will the way we work together change?
Do I need to do anything with my accounts?
Will my client portal login change?
You’ll keep logging in to your Schwab account the same way you do today. Once emella.com launches, you’ll find your client logins on our new website.
Are your email addresses and phone number changing?
Our email addresses are moving to @emella.com, and emails sent to our current RHA Wealth addresses will still reach us for several months. Our phone number is staying the same.
What happens to rhawealth.com?
Once emella.com launches, anyone who goes to rhawealth.com will be redirected to our new website automatically.
Is Emella still affiliated with Sanctuary?
Are you still based in Raleigh?
What else is changing?
Who can I contact with questions?
Call our office at (919) 400-6000 or email us at [email protected] We’re happy to help.