Prepare well

A thorough discovery stage

Preparing well means asking you the right questions upfront. We'll use your answers to customize a wealth plan that meets your requirements and covers all the bases.

These are some of the questions we may discuss together as we seek to develop your plan:

  • What is your time frame?
  • Is your financial strategy in balance?
  • Are you familiar with your investment portfolio?
  • Have you determined your financial and emotional tolerance for investment risk?
  • Do you have strategies to help you meet your philanthropic goals?
  • Do you have a current will and/or trust?

By considering these answers and more, we seek to ensure that your wealth plan encompasses all aspects of your financial life, including any areas you may have overlooked.

Customized, goals-based strategies

Next, we work with you to define your objectives, expectations and concerns in the context of your time horizon, liquidity needs and risk tolerance. We then use this information to develop an individualized investment strategy designed to address the important aspects of your financial life.

We believe an individualized wealth management strategy—with well-formulated goals and realistic, defined expectations—is the foundation of preserving and building wealth over time. Wealth management is a process, not a single transaction, or even a series of transactions. It is a disciplined, step-by-step protocol. Your vision of the future—what you want your life to be like, what is most important to you—is the cornerstone of the process.

 

"The strategies we apply to your financial situation reflect the collective knowledge and experience of our team. We aim to consistently exceed your high expectations as we develop a plan specifically for you."

Larry K. Prutch, AIF®, CFP®, CIMA®, CPM®
Senior Vice President- Financial Advisor
Senior Portfolio Manager

Disclosures

Larry Prutch, NMLS # 558434, Cengiz Volkan, NMLS # 558436, Alan Goldstein, NMLS # 558433, and Neil Fujita, NMLS # 959542 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.