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About Us

You should consider a financial consultant to be your wealth management partner.  Whether you want to retire in 20 years or buy a vacation home in 10 years, a skilled professional can provide you with the framework to pursue your objectives. A financial consultant can help you clarify your financial goals, map out a savings strategy and pick appropriate investments.

Signs You Need a Financial Consultant

There are a few signs you should work with a financial consultant. Whether you should seek financial advice does not hinge on your age or your income level. Here are a few signs you could benefit from hiring a licensed consultant:

  • You do not know how to invest. 
  • None of your savings is invested. 
  • You have an investment portfolio, but you lose money consistently. 
  • You do not have an estate planning strategy in place. 

You should also seek the advice of a licensed professional if you are nearing retirement or have recently inherited a large sum of money. 

Work With Financial Wellness & Private Wealth 

Are you ready to clarify your financial goals? Rayfield and Licata can help you create a personalized plan. We are licensed brokers, and we have experience working with customers of varying asset levels. Ask us how you can invest in highly rated mutual funds without any upfront fees, sales charges, or recurring charges.

Investing in mutual funds involves risk, including possible loss of principal. Fund value will fluctuate with market conditions and it may not achieve its investment objective.

Christopher Licata

(973) 740-0200

Chris has been a CPA for 35 years and a registered representative for 24 years.

Over that period of time, he has experienced the volatility and roller coaster of numerous rises and crashes, and he has worked closely with clients to navigate financial dangers while staying on the path to financial independence. While markets generally rise over long periods of time, month to month and year to year volatility in stock and bond funds can cause great anxiety to people looking to earn good long terms rates of return on their wealth.

Chris’s process to wealth preservation and asset growth is to start with a deep risk assessment and an analysis and discussion of a client’s long term financial goals. There are many financial products that offer competitive long term returns with lower than normal market volatility.

Wealth is a means to an end. The end is confidence, calmness in the face of volatile markets and an overall better quality of life. Trading, gambling, high risk and roller coaster investing is for people who do not value the importance of financial stability and investing with long term financial goals as the ultimate priority.

Chris strongly believes he can help clients achieve their long term financial goals and also achieve a better quality of life by investing with a different process. Today’s volatile markets demand it!

Chris was a 1986 cum laude graduate of Georgetown University. Chris believes in family, character, thoughtfulness and a good sense of humor.

When not working, Chris can be found on the golf course.

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