Mission Statement

Our team mission is to provide comprehensive wealth management advice, that encompasses both investment and lending solutions to high net worth individuals.

We strive to deliver those solutions every day with the highest level of trust and professionalism that investors should expect from a financial fiduciary.

Value statement

Over the last 35 years, we have observed that investors typically focus upon the historical returns generated by various investments without an appreciation of the varying levels of risk inherent in those investments. That approach generally leads to disappointing results. Long-term investment success requires not only patience but a thorough understanding of risk. We carefully analyze and monitor the risks of major asset classes and individual securities. Our objective is to identify investments that are prudent and create portfolios for our clients that are consistent with their unique posture towards risk and reward.

Let's take the next step together

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

Don DeVitto, CPM®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

585-423-2127
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