Donald Musnicki

Financial security doesn’t happen by chance

No matter where you are in life, or what your needs are, you can depend on our expertise to build a customized plan for your specific financial goals. Contact me today to learn more about our customizable solutions designed to help you strengthen your financial security.

Write your personal retirement story

Access Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact me to help you prepare for your next chapter.

Value statement

Our Wealth Management Team is goals based and driven by positive outcomes. We focus on providing exceptional service to our clients. The client’s we serve best include successful individuals and their families, businesses and medical institutions as well as foundations & endowments. As a member of RBC Wealth Management’s Institutional Consulting Team (RIC), we provide Corporate Retirement Plan Consulting Services to clients who sponsor Defined Benefit Pension Plans and Defined Contribution 401(k) Plans. Using a prudent investment process, we make comprehensive recommendations designed to reduce the annual operating expense and administrative burden of maintaining a qualified employee retirement plan and can improve results. Our fully transparent, Open Architecture Retirement Plan Advisory process can dramatically improve each plan participant's opportunity for Retirement Readiness and Personal Financial Wellness.

Global Insight Monthly

The income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

Read GI Monthly »

Let's take the next step together

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