Generational planning, customized and enduring
What you do and how you do it
We provide customized, multigenerational wealth planning that helps protect what clients have built, honors where they came from, and creates a lasting foundation for those who follow.
Target clients
Established families, multigenerational households, and individuals focused on legacy — those who think beyond their own lifetime and want their wealth to endure. We also focus on working with athletes and entertainers, whose financial lives often come with unique complexity — accelerated earning windows, contract structures, public profiles, and the challenge of building lasting wealth from careers that don’t follow a traditional timeline.
Client benefits
We work with clients to develop an integrated financial approach designed to address the various layers of their wealth — protection, growth, estate, and legacy — delivered by a team with over 150 years of combined experience.
What makes you unique
Our depth of experience and multigenerational perspective sets us apart. We don't just plan for today — we build strategies designed to carry your family's story forward for generations.
Our team
We are a seasoned team of financial advisors at RBC Wealth Management in Syracuse, bringing over 150 years of combined expertise to every family we serve — with the resources of a global institution and the commitment of a local team that knows your name.
