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 - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. 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

Chu, Phillips & Associates team image

Learn more about us. 

Latest Insights

Woman checking stock chart

Is the rebound for real?

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

Read more

Contact

Chu, Phillips & Associates

203-351-9315
chuphillips@rbc.com