Powering your finances, family, and future


What sets us apart

Who we are

Every client is more than just a financial client. We help maximize your financial life, and we also help you with the rest of your life, giving you tools that empower your world, through educational seminars and resources that reach far beyond your finances. From helping couples face college costs and caring for aging parents, to guiding you through career transitions, loss of a spouse, retirement, Social Security and Medicare, divorce, and the unique financial needs of women, we have the experience and perspective to create a wealth plan with smart investment strategies that are exactly right for you. See, we’re a family of three generations, who has been successfully managing people’s money for the past 60 years, so we know a few things about finances, and about life. We understand that life can be unexpected and unexpectedly beautiful all at the same time. This helps us not only bring you the financial expertise to make the most of how you’re living today, but also how you want to be living tomorrow.

What makes us different is what makes us better:
  • Perspective We’re a three-generation family team, providing you with continuity, and a seasoned perspective.
  • Reputation We’ve been part of the community since the 1950’s, committed to offering you stellar service and creating a reputation we’re proud of.
  • Experience As one of the larger practices in the area, we frequently work with individuals and extended families, giving us the kind of experience that will help us successfully work with your family, whatever its dynamics and goals.
  • Expertise & Education Because we stay on top of industry headlines and trends and know how to simplify complex financial information for our clients, our team member, Nora Yousif, is regularly asked to present seminars and comment on personal finance topics by the media. She has been featured on NBC Boston, Channel 5 ABC, NECN, WBZ news radio, 106.7FM, CNBC, Forbes and Yahoo! Finance.
  • Knowledge In addition to being a CFP®, Nora Yousif completed her MBA at MIT Sloan, a program immersed in quantitative analysis and advanced investment techniques developed by some of the most intelligent minds in the world of business and finance.
  • Service Our team members going to work for you are top notch. Nora has been selected as a Top 40 Under 40 Professional by the Boston Business Journal and Investment News. Joanna Bishop has received the RBC Award of Excellence twice. This is awarded to employees who consistently go beyond expectations for their clients.
 

Proud to work with a nationally recognized teammate

We are very proud that Financial Advisor Nora Yousif was named a Forbes Top Women Wealth Advisor Best-In-State award in 2023 and 2024 and a Forbes Next-Gen Wealth Advisor in 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Nora!

We are also honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024. 

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.

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Latest Insights

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Redder: Updating our U.S. Recession Scorecard

Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.

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In the news

We are humbled to have been featured in The Boston Globe, Boston Business Journal, and Boston Magazine.


Social Media

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In honor of Mother’s Day Sunday, this is an appreciation post for my mother. I cannot remember a time in my life where my mom wasn’t teaching me something about being a strong, determined, independent woman. She left a war ridden country as a teenager and came to the US seeking a better life for herself and future family. She taught herself English, overcame divorce, loss of an ex spouse while raising two kiddos on her own and building a business based on her passion and values. While I chose a different industry, I bring the lessons she taught me to my work every day. They serve as the foundation of MY passion to financially empower women in all stages of life. Hence the creation of the exclusive segment of our practice the EmpowHER House Financial Group and my involvement in women-focused non profits. Thank you Mom, for being tough, hilarious, and an inspiration to not just me, but everyone you meet. #mothersday #mompreneur #toughasnails

Family attorneys and divorce professionals - stop scrolling. You definitely want to RSVP. Join us for this first-of-its-kind program, “Finance Considerations for Family Law and Fiduciary Litigation Attorneys”. This online event is hosted by Social Law Library on May 8th from 4-6pm and is open to members and non-members. As a Certified Divorce Financial Analyst and Financial Advisor heavily focused on helping clients during and after divorce, I’ll be on the panel joined by Lisa Cukier, Marc Bello, Andrea Nelson, and Janice Bernier. Together we will cover: • Valuation techniques in divorce cases • Trusts and estate asset and marital asset valuation essentials • Forensics: Finding missing money in family law and fiduciary litigation matters • How Social Security benefits work for divorcees & how benefits can be equalized • How college financial aid rules relevant to a divorce are changing this fall • When & how is best to sell a home during a divorce and qualifying for a mortgage • Assessing if the soon-to-be divorcee will be okay financially I hope you will join us. In the meantime, drop the best bit of marriage (or divorce) advice you ever got in the comments below. Dad jokes welcome. To register -> Finance for Family Law and Fiduciary Litigation Attorneys (socialaw.com). #divorce #finances #knowledgeispower

Harvard Business School, “What, like it’s hard?” -Elle Woods I always have a great time at Harvard and was excited to be invited back in honor of financial literacy month. I presented to students and alumni about savvy tax moves business owners and entrepreneurs should know. One important point I always stress in these situations is that retirement savings is likely your best tax strategy because money you contribute is that much less that you or your business is taxed on. The progression typically goes like this: Max out a…. IRA or Roth IRA ($7K) V SEP IRA ($69K) V SIMPLE IRA ($17,600) V 401K ($23K) V 401K with Profit Sharing ($69K) You’re back! V Defined Benefit Plan (Depending on your age, you can contribute over $300K! which equates to about $100K saved in taxes because of the massive potential business deduction.) It’s just that simple. :) Please share your fav financial or tax tip as a business owner/entrepreneur in the comments! #entrereneur #businessowner #ellewoods