My values
My business is conducted with the highest ethical standards. Trust is built through integrity in everything I do. Each client is treated with the utmost respect and dignity. Advice and solutions to questions are offered that are appropriate and personalized. I take personal responsibility by providing client service that is unparalleled. It is my mission to help my clients understand the challenges of managing wealth while offering the guidance and advice they will need to prosper and simplify their lives.
My guiding beliefs
As a professionally trained individual, I believe in the following:
• Retaining one financial consulting team to coordinate the efforts of all your professional advisors into one comprehensive wealth management plan is in your best interest
• Placing my clients’ interests first is paramount
• Asset allocation is, by far, the single most important decision an investor will make in their financial life
• Successful investors maintain a patient, long-term perspective
• Face-to-face contact with our clients on a regular basis is key
• The cost of professional investment advice is money well spent
What makes me different?
Although I've grown, my values have stayed true to my small-firm roots. Yet as part of RBC, I can provide clients with the breadth of financial products and services only available from a leading global institution. This combination of small-firm culture and large-firm capabilities makes me unique in the financial services industry and gives me a distinct competitive advantage in the way I serve clients.
For ease and convenience
The biggest benefit of working with me is that I help provide peace of mind through the personal attention I provide. I also offer ways to make managing your money more convenient, such as consolidated statements, performance evaluations, and 24-hour Internet access to your accounts. Above all, having a plan in place frees you from non-stop decision making and constant second guessing.
Expertise that’s broad and deep
Through RBC Wealth Management, I offer you a single source for the financial advice and services you require and connects you with specialized professionals for complex decisions, as necessary. My services include:
• Investment Strategies
• Retirement Planning
• Estate Planning
• Charitable Planning Strategies
• Account Management Services
Your next step
In coordination with an experienced team of professionals, I am dedicated to helping you attain your financial goals. I have resources to help provide you with the financial solutions you are looking for. Furthermore, I'll deliver the level of service that you expect and deserve.
Let’s begin
Are you ready to find creative solutions to help reduce the stress and responsibilities associated with managing your money? Do you see the value of looking at the big picture and having a plan? If so, contact me at (518) 432-5083.
455 Patroon Creek Blvd., Suite 200
Albany, NY 12206
(518) 432-5083
(866) 465-1573
Fax: (518) 432-5089
