Approach to wealth management

Loren Danielson offers a wealth management program that he customizes to help each client reach their financial goals.  He applies the sophisticated planning tools and resources of RBC Wealth Management to a common sense approach intended to minimize volatility and risk. 

Loren specializes in identifying the best income-oriented investments, with expertise in implementing strategies to help protect portfolios in various interest rate environments.  His program helps provide income for retirees while safeguarding their legacy.  It charts a moderate course of wealth-creation for younger to mid-career clients who still are building professional lives and families.

Loren's method

  • Understanding Your Financial Objectives — I begin by meeting with you to listen and to understand your family goals and financial objectives.
  • Gathering Your Current Financial Information — Together, we review your current portfolio as I gather more specific information on your financial picture.
  • Developing Smart, Time-Tested Strategies — I analyze all of your financial and personal information to best match your objectives with sound strategies.
  • Implementing Thoughtful and Creative Solutions —I develop and recommend customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.  The result is a well-balanced, diversified portfolio.
  • Providing Timely, Ongoing Service — We continue to work together as I regularly review your personal and financial situation to help ensure your financial objectives are being met.
Disclosures

Loren L. Danielson, NMLS # 1678091 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.