Ray|Theil Wealth Management

Ray|Theil Wealth Management

Blake Schutter Theil Wealth Management was formed in 2011 in Beavercreek, Ohio, and traces its team lineage to 1986. The firm brands itself as a family-office-style wealth advisor for business owners, professionals, and multigenerational families, and emphasizes that its CPAs-on-staff model embeds tax strategy directly into the advisory relationship rather than outsourcing it after the fact. The firm's investment posture starts with portfolio management and financial planning delivered through custodial infrastructure at Charles Schwab and Fidelity. It does not sell proprietary products — the website stresses an independent, fee-based advice framework. The practice targets concentrated-wealth households with illiquid operating-company interests, where entity organization, tax preparation, and business-transition coordination sit alongside investment management. The website highlights no sector-specific direct investments, fund partnerships, or named co-investors, and it does not publish a discrete asset-allocation breakdown or AUM figure. Scale is not publicly reported; the firm does not disclose headcount, AUM, or cumulative deployment. Its technology stack described on the website includes real-time aggregation, a secure document portal, and a financial dashboard, but the firm has not announced any adjacent ventures, club memberships, or philanthropic vehicles. No dated operational event from the last 24 months could be verified from the available sources. The structural differentiator is the CPA-integrated, family-CFO construct. By housing tax, planning, and investment oversight under one independent roof — and routing assets through third-party custodians — the architecture sidesteps the product-sales incentive that shapes most bank-affiliated wealth managers. This configuration lets the firm position itself as a planning-led office for families with concentrated illiquid holdings, though without disclosed scale or named institutional relationships the model remains distinct primarily in its independence and tax integration.