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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The fine, frustrating U.S. equity rally

The U.S. stock market rally continues to outdo itself. But several factors make for a more nuanced narrative. We assess the backdrop framing the rally and how to position equity portfolios.

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In the news

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