Managing wealth one client at a time

Managing wealth involves a deep understanding of our clients' needs, risk tolerance, and financial/aspiration goals.  I strive to help my clients navigate through the murky waters of investing, obtaining bank financing for life events, planning to sell a closely held business, transitioning assets downstream to heirs and creating a family legacy or continuing the mission/legacy of their organization.

Clients served

Providing wealth management services requires a holistic approach to creating and preserving wealth.  As such, I'm interested in creating lasting relationships with my clients.  I aspire to be all things financial for my clients, helping to quarterback all of their financial needs.  I work in conjunction with my client's trusted advisors to help them achieve their financial and aspirational goals.  A majority of my business is referred from existing clients or professionals in the accounting industry, investment banks and estate planning professionals.  My clients typically have a minimum of $5,000,000 in investable assets and are looking for help with their investment portfolios, asset/liability management and legacy planning.  In addition to helping my clients manage risk in their investment portfolio, I work closely with my clients to manage the liability side of their personal or corporate balance sheet.

 

Let's take the next step together

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

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