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 wealth with the stages and seasons of 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 expertise that extends far beyond finance to support and guide you in whatever comes your way. We will help you efficiently save for your child's college and create a plan to care for elderly parents. We will guide you through unexpected career transitions and planned retirement. We can be counted on during divorce or the loss of a spouse. We 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 expertise to make the most of how you're living today and 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. 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.

Meet the team

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Latest Insights

Financial data display

Weaving the threads of U.S. equity outperformance

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

Read more

In the news

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