Customized wealth management solutions, focused on our client's total wealth

We provide customized wealth management solutions, focused on client’s total wealth, to a select number of clients who have built their significant wealth through commitment & hard work.

Our process is focused on the total wealth of a client and is comprised of not only their financial wealth but also their core wealth (family, health, well-being, etc.).

We apply our total wealth service model which provides the essential services we have found bring the most clarity, fulfillment, and peace-of-mind to our clients. 

We look after the total wealth of our clients and allow them to focus on life’s more enjoyable endeavors.

Client Services & Solutions overview

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Market-based investments

  • Proprietary investment process
  • Personalized stocks, bonds and ETF portfolios
  • Structured investments
  • Third-party investment management
  • Options and complex derivative strategies

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Account management services

  • Traditional brokerage
  • Retirement accounts
  • SEP, SIMPLE and owner 401(k)
  • TOD accounts
  • Educational savings accounts (529 plans)

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Trust and estate planning1

  • Professional trust services
  • Specialized trust consulting
  • Revocable and irrevocable trusts
  • Dynasty trusts

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Specialty investments

  • Socially responsible and impact investing (SRI and ESG)
  • Hedge funds
  • Private equity
  • Real property assets

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Risk mitigation strategies

  • Life insurance
  • Long-term care
  • Income solutions

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  • Gifting strategies
  • Donor-advised funds
  • Tax-considerate gifting planning

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Cash management services

  • Check writing and bill pay
  • Debit and credit cards
  • Cash sweep options

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Wealth planning

  • RBC WealthPlan
  • e-money
  • Income planning
  • Asset management plan

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Private wealth services3

  • Private air travel
  • Concierge medical
  • Family dynamics
  • Lifestyle services

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Credit and lending strategies

  • Securities-based lending3
  • Residential mortgages4
    (primary, second and investment)
  • Commercial real estate lending4
  • UHNW lending solutions4

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  • Internal client strategies team
  • Attorney
  • CPA
  • Real estate agent

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Key account services

  • Buy-sell agreement
  • Key-person insurance
  • Deferred comp plans
  • Employer sponsored plans
    (401(k), 457(b), 403(b)