Powering your finances, family, and future


What sets us apart

What we do for you

We empower you to live the life you want with confidence and purpose through a smart investment approach and wealth planning process that aligns your finances with your life.

Each client we work with is more than a portfolio. You bring us your goals, worries, hopes, and dreams and we adopt them as our own. We offer tools, resources, education, and a network of knowledge to support and guide you. We will help you efficiently save for your child's college and create a plan to care for your elderly parents. We will guide you through career transitions and retirement. We can be counted on during divorce or the loss of a spouse. We also understand women's unique financial needs and how to help maximize their wealth in all phases of life.

As a family business, we have been successfully managing people's money for three generations. Over the past 70 years, we've learned first-hand that life can be unexpected and unexpectedly beautiful at the same time. This helps us bring you the financial experience to make the most of how you're living today and how you want to be living tomorrow. 

What makes us impactful:
  • 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 high-quality 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 families, giving us the experience to provide guidance for your family, whatever its dynamics and goals.
  • Expertise & Education 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 Bloomberg, Fox Business News, NBC Boston, Channel 5 ABC, NECN, WBZ News radio, CNBC, Forbes and Yahoo! Finance. This benefits you as it helps us to stay on top of industry headlines, and hones our ability to simplify complex financial information.
  • 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. She brings this insight to you.
  • Service Our team members who work for you are highly qualified. Nora has been selected as Best-in-State Top Women Wealth Advisor by Forbes in 2023, 2024, and 2025. 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 Wealth Advisor Best-In-State in 2025 and an AdvisorHub Advisor to Watch in 2025. 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 and 2025. 

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.

Meet the team

Learn more about us

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Latest Insights

Headquarters downtown Beijing China - Global Insight 2026 Outlook

Global Insight 2026 Outlook: Asia-Pacific

The two largest Asian equity markets have the potential to rally further. Within corporate bonds, quality credits should prevail.

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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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Anyone heading to the Massachusetts Conference for Women on Wednesday, Dec 3rd, I'd love to see you there! I'll be hosting a session at 3:15 PM with none other than Vivian Tu - founder of Your Rich BFF and one of the most influential voices in personal finance. It's an honor to spend the day surrounded by 11,000+ powerhouse women, leaders, and change-makers. The event is sold out, but if you are attending, stop by our session. I'd love to connect! #MAConferenceForWomen #WomeninLeadership

Last month I was able to catch Hamilton in Boston with some friends and clients (what a treat!). 'Tis the season for gifting - if you want to hear some smart holiday gift ideas & learn how to make your money work harder this year, I'll be sharing tips in an upcoming TV segment. Stay tuned! Who's ready to level-up their holiday game? Drop a "Happy Festivus" below! #SmartGifting #HolidaySeason #Hamilton

Last week, I joined the Chamber of Commerce Fall Kickoff event to chat with local business owners and professionals about growing their personal wealth while growing their businesses and planning for the future. I covered a range of important topics for business owners and individuals alike, including: -Ideal retirement plan options for business owners and how you know the time is right to retire -Diversification and investing wisely (no all-eggs-in-one-basket approach here!) -College planning -Social Security basics and ways to optimize benefits, especially if widowed -How today's interest rate environment impacts investments and planning decisions Helping business owners make informed, smart financial choices is one of my favorite parts of what i do. How about you? What's the biggest wealth planning question on your mind right now? #WealthPlanning #BusinessOwners #RetirementPlanning