Announcing our move to RBC Wealth Management

Our top priority as financial advisors is providing our clients with individualized service and wealth management solutions that instill clarity and confidence about today and the future. That’s why, after much thought and careful consideration, we have made the important decision to join RBC Wealth Management, a global firm with a clients-first culture and world-class resources.

At RBC Wealth Management our clients will enjoy the attention they expect from us, supported by a tool set and business model that has made RBC one of the world’s strongest global financial institutions.

Latest Insights

Red gold and green

U.S. Recession Scorecard: Stuck … with reduced visibility

The scorecard indicators remain mixed, including a shift in the yield curve indicator. The government shutdown has limited employment data, confirming a cautious investment approach is needed, as ongoing policy and trade shifts affect the economy.

Read more

Learn more

We invite you to explore our website to learn more about what sets RBC Wealth Management apart and why we've put our trust in RBC Wealth Management as our new business home.

Meet the team

team photo
Jonathan Modiano

Jonathan Modiano

Managing Director – Private Wealth Financial Advisor
Adam Jones

Adam M. Jones

Managing Director – Private Wealth Financial Advisor
Mark Steinberg

Mark A. Steinberg, CFP®, CRPC®

Managing Director - Financial Advisor
Tricia Fitzsimmons

Tricia Fitzsimons

Associate Vice President, Senior Business Associate
Kristen Charlton

Kristen Charlton

Associate Vice President, Senior Financial Associate
Daniel Welsh

Daniel Welsh

Senior Investment Associate

Contact

BLS Financial Group

248-336-5145
jonathan.modiano@rbc.com