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The new face of wealth and legacy

A study commissioned by RBC Wealth Management and conducted by The Economist Intelligence Unit (EIU) has revealed that the definitions of wealth and legacy are shifting among high-net-worth individuals in the U.S. Rather than focus on wealth preservation or the traditional transfer of assets, Americans are increasingly concerned with the impact of their money over their lifetime and beyond. To learn more about this transformation and other interesting findings, download the full report.

Welcome to my website!

I provide financial solutions to individuals and businesses in an easy-to-understand language. Many people can be intimidated in meeting a financial advisor for the first time. I provide assistance with retirement plans, IRA’s, trust and estate planning, life insurance and all types of marketable securities.

Reading through website profiles can be cumbersome, why don't you take the next step and contact me at 949-720-8968, and let's have a frank conversation about what makes your financial situation unique? 

European equity downgrade: Continental drift

Economic growth that seems to have plateaued and an unwelcome embrace of populism have turned the investment case for European equities more opaque. Read the full economic outlook in the latest edition of Global Insight.

Creating a lasting legacy

It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.