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 Cover Image - June 2024Longevity: Cracking the aging code

Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.  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

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Redder: Updating our U.S. Recession Scorecard

Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.

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Contact

Chu, Phillips & Associates

203-351-9315
chuphillips@rbc.com