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 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 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

Road curves ahead sign

How tariff policy unpredictability is rippling through U.S. Treasury bonds

U.S. government borrowing costs on longer-maturity debt have risen more quickly than on shorter-maturity debt since so-called reciprocal tariffs were announced. We discuss what drove that reaction and why the difference is likely to persist.

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In the news

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


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If you've been around for a while, you may know that I often talk about my mother, Hala. That's because at a very young age, she helped me realize that women are limitless. She left a war-torn country and arrived in the US with nothing. She built a thriving business from scratch and raised my brother and I on her own. My mother inspired me to create the Empow(Her) House segment of my practice (https://us.rbcwealthmanagement.com/empowerhousefinancial/empowher-for-women), where I focus on the financial empowerment of women, helping them to create a legacy of wealth for themselves and the next generation. In addition to all of that, she is a trusted advisor, best friend, and one of the most hilarious people I have ever met. Here's a picture of her and her loving hubby on Thanksgiving in Plymouth, dressed as Pilgrims... of course. :) Happy belated Mother's Day to all of the special women out there who have made a lasting difference in their child's life. #mothersday #financialempowerment #momsrule

Ever wish money came with instructions? It does now, and last week I was very happy to share it with nearly 100 employees at Brookline Bank. One of my most popular talks, "Health of Your Wealth," is a dynamic walk through each decade of financial life. Whether you are in your 20s or 60s (or anywhere in between), it's got something for everyone, including: - What to consider when buying a home. - Being a college-savvy parent. - Helping to protect your family's financial well-being. - Navigating money in relationships: What to do before saying "I do." - Checking your course toward retirement: Accessible tools to use. - Maximizing Social Security: Why women can strategize the most and what just changed if you have a pension. - Avoiding investing pitfalls in today's shifting economy: The 3 lenses I look at are diversification, risk, and cost. Special thank you to my dear friend and rockstar in the banking world, Kelly Bressette, for inviting me in - she's the Executive VP and Director of Operations at Brookline Bancorp. If your workplace could benefit from a session like this, reach out. Until then, what would be in your money playbook? #FinancialWellness #MoneyTips #RetirementPlanning

If you are in the business of helping people get their estate in order, then get your notepad ready because I've got an event you may want to know about! Join me at the Boston Estate Planning Council on October 29th 11AM-1PM. We will be drinking from the firehose as I review the various financial topics you will invariably bump into when planning for clients' futures. We will cover a lot including: -Advanced strategies to optimize Social Security monthly benefits -Finances for aging parents (or elderly clients) -Effective preparation for emergencies -Investment strategies in light of varying interest rates -Effective strategies to pay for long-term care The session will end with a Q&A, so bring your questions! No pleading the 5th will be allowed. :) DM me for details. Hope to see you there. #estateplanning #investing #longtermcare