The best returns are more than financial

Value statement

Our focus is in building personal relationships with clients in order to help them grow, enjoy, preserve and ultimately share the wealth they have accumulated. Our clients include individuals, families and community oriented institutions. We construct our portfolios to achieve the following:

  • Generate capital appreciation and wealth
  • Create income flow to fund successful lifestyles
  • Portfolio management that is designed to minimize risk while achieving specific achievable goals
  • Coordinate with your accounting, legal and estate professionals to implement tax-conscious strategies and transfer of wealth to heirs and/or nonprofit organizations of your choosing

Investment philosophy

As experienced wealth managers who utilize the principles of Modern Portfolio Theory, we create customized portfolios reflective of our clients’ expectations toward risk, time horizon and investment objectives. We take a customized approach, combining multiple asset sizes, sectors and non-correlated asset classes, to construct diversified and efficient portfolios. Our focus is on generating sustainable mid- to long-term results. Uniquely, we rely substantially on our “in-house” portfolio management experience, rather than depending on “pooled” outside money managers. This strategy has allowed our clients to become fully engaged as active and knowledgeable participants in managing their assets. This distinctive partnership approach has played an essential role in building successful, long-term financial relationships with our clients.

Our promise

Your family’s goals and aspirations are paramount to us. We strive to exceed them every day. Our collaboration with RBC Wealth Management affords us access to an extensive level of service and wealth planning professionals. Leveraging over 100 years of combined experience, strength and values to continue building an unparalleled wealth management experience is our mandate. This is our priority, our commitment and our promise.

Proud to work with a nationally recognized teammate

At Financial Strategies Group, we are very proud of Financial Advisor Christopher Leverett and Eric Cook for receiving awards. It’s an honor to have teammates nationally recognized as some of the best in the industry—because it means we are serving our clients well. Congratulations, Christopher and Eric!

Christopher Leverett

  • Forbes Best-in-State Wealth Advisor award- 2022, 2023
  • AdvisorHub "Advisors to Watch" award- 2022, 2023

Eric Cook

  • AdvisorHub "Advisors to Watch" award- 2023

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

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.

Bulletin Board

Seeing opportunity in challenges

Life is unpredictable, so we help you plan for the challenges that come your way. Like in the game of golf, seeing challenges as opportunities and remaining calm under pressure help drive success.

Contact us  to help you see things differently and tee up your financial goals.

Disclosures

The 2022 Forbes "Best-In-State Wealth Advisors" award was announced April 2022. Data as of 6/30/2021. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2022 AdvisorHub “Advisors to Watch” award was announced September 2022. Data as of 12/31/2020 and 12/31/2021 was provided and considered for this award. The ranking recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue, team size and more. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This award is not indicative of this financial advisor’s future performance.

The 2023 Forbes "Best-In-State Wealth Advisors" award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2023 AdvisorHub “Advisors to Watch” award was announced June 2023. Data as of 12/31/2021 and 12/31/2022 was provided and considered for this award. The ranking recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue, team size and more. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This award is not indicative of this financial advisor’s future performance.

Christopher Q.H. Leverett is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY.

Eric Cook, NMLS # 1541145 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.

Eric Cook is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY.

Don Devitto is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, PA, RI, SC, TN, TX, VA, WA, WI, WV, WY.

Read additional advisor disclosures.