The Ball and Bruschi Wealth Management Team

Helping you grow more than wealth

Who we are

The Ball and Bruschi Wealth Management Team develops financial solutions for a diverse group of households, businesses, nonprofits and universities, through a customized approach to managing wealth. By modeling each client’s unique financial situation, the team formulates an investment strategy with a focus on the evolving needs, wants and wishes that clients have. The team strives to understand their clients and their goals, to help provide a sense of security and trust.

Global Insight Monthly

The income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

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Proud to be an official partner of Major League Soccer in the United States

At RBC Wealth Management, we believe goals matter. That’s why we’re very excited to announce our new partnership with Major League Soccer, where goals are extremely important. This league is the fastest-growing major sport in the United States and as an official partner, we’re delighted to be a trusted teammate.

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.