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Ra Bench

Ra Bench is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Company website RA Bench

Ever since 1995, RA Bench has provided a tailored and comprehensive approach to designing, planning and coordinating employee benefit plans, fringe benefit programs for senior executives and wealth management strategies. In addition to design, planning and coordination, their service offerings include investment advice, insurance and securities brokerage, tax reporting and compliance monitoring. The firm works with clients of all sizes, from multinational corporations to individuals, families, and trusts, and successful private concerns.

RA Bench is a privately-held, independent firm headquartered in Seattle, Washington. The firm was founded by Rodney Bench, a long-time leader in the insurance, employee benefits and investment industries. Their culture of placing client service first has helped them attract an extraordinary group of professionals and staff committed to a single goal. Bench provides comprehensive planning related to business succession, philanthropy, estate planning and the management of tangible and illiquid financial assets. Some of the areas in which they assist their clients include Portfolio Allocation, Investment Advisory, Separately Managed Accounts, Financial Planning, and Broker Dealer Services.

The firm design and manage investment portfolios for individuals, employee benefit plans, endowments, trusts and estates. They develop frameworks for their clients in whom they can execute investment strategies on their own or with the help of advisors. They are highly skilled at creating specialized investment strategies with a particular emphasis on tax efficiency.

The comprehensive recordkeeping, tax reporting capabilities and careful oversight of financial transactions greatly enhance the efficient management of their clients' financial affairs. Resourcefulness, attention to detail and personal consideration combine to make RA Bench truly successful at providing the finest in wealth management services.
The company's goal is to have steady growth through working closely with their customers to help them succeed.

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