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.
- 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.