Broker Check

150 Radnor Chester Road, Suite F 200, Radnor, PA 19087

610-293-8005
craig@rappaportwealth.com

Rappaport Wealth Management

150 Radnor Chester Road Suite F 200
Radnor, PA 19087

Phone:

1-610-293-8005

E-mail:

Craig@rappaportwealth.com

What I do
Precision Planning for Every Stage of Life

I help individuals and families pursue their financial objectives through strategic planning, ongoing analysis, and a commitment to understanding what matters most to you.

Providing Personal, Professional, Customized, Easy to Understand Wealth Management.

Providing Personal, Professional, Customized, Easy to Understand Wealth Management.

For over 40 years I have been helping individuals and families with retirement investment and income planning.

I spend time to get to know my clients and what their goals, risk tolerance and desires are. I use conservative and proven tactical allocation techniques to invest, review and recommend adjustments in your retirement portfolios to ever changing market conditions.

Most importantly, I will take the time to understand you and your family's needs before I help you make any financial decisions.

I have an Accredited Wealth Management Degree from The Wharton School, University of Pennsylvania. I have written nine books on retirement income. My book, Live Long Live Rich: Creating Your Retirement Paycheck, has sold over 100,000 copies many to professional financial planners.

Focusing on retirement, I have appeared on over 240 Radio Stations Nationwide, The Wall Street Journal, Marketwatch.com Fox News, CNN Headline News, The Dow Jones News Service and hundreds more as well as many television shows, magazines and newspapers. I can also be heard daily on KYW News Radio 1060 AM, Philadelphia providing analysis on current financial events.

Please contact me and let's talk about your financial needs and goals to see if we can help.

2012, 2014 Five Star Wealth Manager. Top 7% in Nation

Bloomberg Radio National Market Commentator

CBS News/KYW News Radio Market Commentator

Author: Live Long Live Rich: Creating Your Retirement Paycheck! 9 Volume Series

My Solutions
Comprehensive Solutions, Tailored to You

Every financial situation is different. That's why I offer a broad range of services designed to address where you are today and where you want to be.


Portfolio Management

I build and monitor portfolios based on your risk tolerance, time horizon, and long-term objectives — adjusting as your life evolves. My approach is rooted in research and ongoing analysis, not market speculation or reactionary thinking. I evaluate asset allocation, diversification, and performance with a disciplined eye, making strategic adjustments when the data supports it. The result is a portfolio designed to work as hard as you do.


Retirement Planning

Whether retirement is decades away or right around the corner, I'll help you create a roadmap designed to support the life you envision. That starts with a clear-eyed assessment of where you stand today — your savings, your income sources, your projected expenses, and your timeline. From there, I develop a strategy that accounts for inflation, tax implications, and the lifestyle you want to maintain. Retirement planning isn't a set-it-and-forget-it exercise, and I treat it accordingly.


Risk Management

From market fluctuations to the unexpected, I help identify potential vulnerabilities and build strategies to address them. Risk isn't something to fear — it's something to understand and manage with intention. I analyze your full financial picture to uncover areas of exposure, then implement layered strategies designed to help mitigate the impact of life's uncertainties. The goal isn't to eliminate risk entirely — it's to make sure you're never caught off guard.


Estate Strategy

I work with you and your legal team to help outline a thoughtful plan for passing wealth to the people and causes you care about. Estate planning involves more than drafting documents — it requires careful coordination between your financial strategy, tax considerations, and personal wishes. I help ensure each element works together so your legacy reflects your intentions. It's detailed, deliberate work — and it deserves that level of attention.


Life Insurance

Life insurance can play a critical role in your broader financial strategy. I'll help you evaluate the right type and amount for your needs. Whether you're looking at term, whole, or universal life policies, I analyze how each option fits within your overall plan — factoring in income replacement, debt obligations, and long-term family needs. The right coverage isn't about checking a box; it's about making sure your strategy holds together when it matters most.


HNW Client Guidance

High-net-worth investors face a distinct set of challenges. I offer strategies designed to address the complexity that comes with significant assets. box-empty


Extended Care Strategies

Healthcare costs can change quickly. I help you explore strategies for potential long-term care needs so they don't derail your other goals. box-empty


Small Business Guidance

Owning a business adds layers to your financial picture. I help business owners align personal and professional financial strategies. box-empty


Social Security Strategies

When and how you claim Social Security matters. I'll help you evaluate your options so you can make an informed decision. box-empty


Cash Flow Analysis

Understanding where your money goes is the foundation of every good plan. I'll help you take a clear-eyed look at income, expenses, and opportunities. Cash flow analysis isn't about budgeting for the sake of it — it's about identifying patterns, eliminating inefficiencies, and redirecting capital toward the things that move you closer to your objectives. When your cash flow is optimized, every other part of your plan works better.


Education Strategies

Funding education is a priority for many families. I'll help you explore savings vehicles and strategies that fit within your broader financial plan. box-empty


Charitable Giving

If giving back is part of your vision, I'll help you explore tax-smart approaches to charitable contributions that align with your values. box-empty


Special Needs Trust

Families navigating special needs planning require thoughtful, personalized attention. I can help coordinate strategies designed to support your loved one's future. box-empty


Debt Management

Not all debt is equal. I'll help you build a strategy to manage liabilities while keeping your bigger financial picture in focus. box-empty


Financial Education

I believe informed clients make better decisions. I provide ongoing resources and conversations to help you stay confident in your financial direction. box-empty

My Qualifications

The Process
A Proven Framework for Pursuing Your Goals

Great planning doesn't happen by accident. My three-step process is designed to bring clarity, structure, and confidence to every financial decision you make.

1. Assess
Understand Your Full Picture

I'll start by reviewing your finances, goals, risk tolerance, and time horizon to build a complete understanding of where you stand.

2. Strategize
Build a Plan That Fits

Using what we've uncovered, I'll design a customized strategy aligned with your objectives and the realities of today's markets.

3. Implement & Monitor
Stay on Track as Life Evolves

I'll put your plan into motion and provide ongoing oversight — adjusting as your life, goals, and market conditions change.

Let's Plan Your Future

My Resources
Insights to Keep You Informed

Staying informed is part of staying on course. Explore my latest resources for timely insights, practical strategies, and the kind of financial education that makes a difference.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
Learn More
Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Learn More
SECURE Act 2.0: An Overview

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Learn More

Get Started
Ready to Take the Next Step?

If you're looking for a structured, research-driven approach to your financial life, I'd welcome the opportunity to talk. Let's start with a conversation about your goals.

Let's Plan Your Future