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 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 extended families, giving us the experience to provide guidance for your family, whatever its dynamics and goals.
  • Expertise & Education Because we stay on top of industry headlines and trends and can 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, 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 who work for you are highly qualified. Nora has been selected as Best-in-State Top Women Wealth Advisor by Forbes in 2023 and 2024. 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

Learn more about us

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Important information

Latest Insights

Calculator

Debunking debt disaster

Myths may be important to folklore, but they’re not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt.

Read more

In the news

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


Social Media

See footer below for group’s social profiles >

I am not excited to tell you that only 1.4% of charitable aid is directed toward women and girls. However, I AM excited to tell you we are working to move that needle. As co-chair of the Advisory Council at the Women’s Foundation of Boston, I am personally and professionally committed to the economic empowerment of women and girls. Last week, alongside fellow advisory council members including Josh Kraft and many other amazing people, we raised $2.8M at our annual Make Her Mark event, which was graciously held at Fenway Park thanks to board member Linda Henry. In one night we raised a record sum that will be directed to 40 different organizations committed to financially empowering the women and girls of greater Boston through financial literacy initiatives, STEM education and career training During the event, I was honored to moderate a conversation between myself, Michelle Obi (President & CEO of the Black Economic Council of Massachusetts), and Kelly Young (CEO of Acadian Asset Management). One of my favorite moments was when the group discussed our personal financial chain breakers. Women do not have a long history of financial independence & empowerment, nor do we have generations of strong female financial role models. Because we couldn’t and here is why: • Only 60 years ago it was perfectly legal to refuse to hire a woman because...she was a woman. • Only 50 years ago it was perfectly legal to refuse to sell a woman a home or allow her to have a credit card in her own name. • And it was only 35 years ago that a woman could get a business loan on her own without the signature of a man. For some of us in the room that night, it was a grandmother who broke the chain of financial disempowerment and led us in a different direction. For others, it was the woman sitting in that room who was breaking the chain. For me, it was my mother. She grew up in war ridden country, came to the US with a few crinkled dollars in her pocket, raised two children (me and my brothe...

When it comes to finances, do you know what to do when Mr./Mrs. Right becomes Mr./Mrs. Wrong? Don’t worry, I’ve got you covered. Just join next week's virtual power hour “Finances and dating during and after divorce.” I will be joined by Lisa Acker, love and dating coach, and together we will run through all you need to know when it comes to finances and dating considerations as you embark on this new chapter in life. Consider this a modern guide for becoming a financially empowered divorcee and a savvy dater. Feel free to pass this along to friends who could benefit from this chat. We are here to support. EVENT DETAILS: Thursday, October 3rd from 5:30- 6:30 pm. RSVP to becky.vilk@rbc.com for zoom link.

The team had a great time celebrating Becky, our amazing Client Associate, also known as...the Bride! Becky is such a fabulous member of the team and we couldn’t be happier for her. We miss her terribly while she and her new hubby enjoy croissants and fromage (that's French for cheese:) on their honeymoon, but we wouldn't have it any other way. Congrats Becky!