Powering your finances, family, and future


What sets us apart

What we do for you

We empower you to live the life you want with confidence and purpose through a smart investment approach and wealth planning process that aligns your finances with your life.

Each client we work with is more than a portfolio. You bring us your goals, worries, hopes, and dreams and we adopt them as our own. We offer tools, resources, education, and a network of knowledge to support and guide you. We will help you efficiently save for your child's college and create a plan to care for your elderly parents. We will guide you through career transitions and retirement. We can be counted on during divorce or the loss of a spouse. We also understand women's unique financial needs and how to help maximize their wealth in all phases of life.

As a family business, we have been successfully managing people's money for three generations. Over the past 70 years, we've learned first-hand that life can be unexpected and unexpectedly beautiful at the same time. This helps us bring you the financial experience to make the most of how you're living today and how you want to be living tomorrow. 

What makes us impactful:
  • Perspective We’re a three-generation family team, providing you with continuity and a seasoned perspective.
  • Reputation We’ve been part of the community since the 1950’s, committed to offering you high-quality service and creating a reputation we’re proud of.
  • Experience As one of the larger practices in the area, we frequently work with individuals and families, giving us the experience to provide guidance for your family, whatever its dynamics and goals.
  • Expertise & Education Our team member, Nora Yousif, is regularly asked to present seminars and comment on personal finance topics by the media. She has been featured on NBC Boston, Channel 5 ABC, NECN, WBZ News radio, CNBC, Forbes and Yahoo! Finance. This benefits you as it helps us to stay on top of industry headlines, and hones our ability to simplify complex financial information.
  • Knowledge In addition to being a CFP®, Nora Yousif completed her MBA at MIT Sloan, a program immersed in quantitative analysis and advanced investment techniques developed by some of the most intelligent minds in the world of business and finance. She brings this insight to you.
  • Service Our team members who work for you are highly qualified. Nora has been selected as Best-in-State Top Women Wealth Advisor by Forbes in 2023, 2024, and 2025. Joanna Bishop has received the RBC Award of Excellence twice. This is awarded to employees who consistently go beyond expectations for their clients.
 

Proud to work with a nationally recognized teammate

We are very proud that Financial Advisor Nora Yousif was named a Forbes Top Women Wealth Advisor Best-In-State award in 2023 and 2024 and a Forbes Next-Gen Wealth Advisor in 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Nora!

We are also honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024. 

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

Learn more about us

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Latest Insights

Woman checking stock chart

Is the rebound for real?

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

Read more

In the news

We are humbled to have been featured in The Boston Globe, Boston Business Journal, and Boston Magazine.


Social Media

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We take the responsibility of managing clients' wealth seriously. But we don't take ourselves too seriously. During our team spa day we put robes on, cucumber slices in place, and shared a lot of laughs. It's a reminder that while we manage your assets with unwavering focus and care, we also cherish the bonds we build with each other. Treating our team like family fuels our passion to serve you better because strong relationships are the foundation of trust and success. Cheers to balancing dedication with enjoyment and always putting people first! #WorkHardRelaxHard #Teamwork #CucumberSlices

Considering divorce later in life? You're not alone. "Gray Divorce" is on the rise. Over the last thirty years, the divorce rate among couples 50+ has doubled and among couples 65+ has tripled.* On May 28th from 6-7:30PM, my colleagues and I at Vesta are hosting a CONFIDENTIAL webinar designed for divorcing couples nearing retirement. Alongside vetted professionals in legal, mortgages, real estate, parenting, and coaching, we will help you prepare for the nuances and variables that accompany a divorce later in life. We'll cover: - Wealth planning (Social Security, Medicare, retirement) - Selling the family home & downsizing strategies - Coping with empty nest transitions - How to talk to adult children about divorce Advanced registration is required. Message me to reserve your spot and for the opportunity to submit questions to be answered during our live Q&A. #graydivorce #divorce #newbeginnings *https://www.purdue.edu/hhs/news/2025/03/purdue-expert-overall-divorce-rates-lowest-in-decades-but-gray-divorce-soars/

If you've been around for a while, you may know that I often talk about my mother, Hala. That's because at a very young age, she helped me realize that women are limitless. She left a war-torn country and arrived in the US with nothing. She built a thriving business from scratch and raised my brother and I on her own. My mother inspired me to create the Empow(Her) House segment of my practice (https://us.rbcwealthmanagement.com/empowerhousefinancial/empowher-for-women), where I focus on the financial empowerment of women, helping them to create a legacy of wealth for themselves and the next generation. In addition to all of that, she is a trusted advisor, best friend, and one of the most hilarious people I have ever met. Here's a picture of her and her loving hubby on Thanksgiving in Plymouth, dressed as Pilgrims... of course. :) Happy belated Mother's Day to all of the special women out there who have made a lasting difference in their child's life. #mothersday #financialempowerment #momsrule