Helping you grow more than wealth

Our team, Chu, Phillips & Associates, helps build, maintain and administer wealth for clients so they may achieve their financial objectives.

With both senior partners holding CERTIFIED FINANCIAL PLANNER™ certificates, we are able to have meaningful planning conversations and often provide solutions pertaining to, but not limited to, budgeting, cash-flow management, retirement, mortgages and debt products, insurance, taxes, estate issues and financial resource allocation.

We pride ourselves on being cerebral and opportunistic investors of client assets, with intense emphasis on educating and empowering clients throughout market cycles. We are not boilerplate investors.

We provide a high and welcoming level of service. We not only want our clients to feel connected to their money but also to feel connected to their financial team.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

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.

Meet the team

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Learn more about us. 

Latest Insights

Chess

Monetary policy possibilities

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

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Contact

Chu, Phillips & Associates

203-351-9315
chuphillips@rbc.com