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 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

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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 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

I am excited be back at the stunning Queset House in North Easton to talk about “Health of your Wealth: Financial check-up for retirement preparation.” If you’re in your 50’s or 60’s it’s important to have financial check-ups to ensure you are on track for a successful retirement transition. During the session, we will: •Discuss key insights to help protect your family’s financial well-being •Diagnose any issues to help ensure you are on track to retire at your targeted age •Discuss advanced strategies to help maximize your future social security monthly benefit •Review what you need to know as it pertains to Medicare •Highlight recent tax and estate law changes in MA •Point out how to avoid investing pitfalls in light of changing interest rates and a transitioning economy during an election year RSVP to Becky Vilk at becky.vilk@rbc.com. Session is LIVE in person at 51 Main Street, North Easton MA. Zoom links can be sent upon request. Hope to see you there! #retirement #wealthplanning #bestblanket

Guiding someone through a divorce can be one of the most important things you ever do for a client. As a Certified Divorce Financial Analyst, I often work alongside family attorneys to advise them on how they can best advise their clients. If you are a family attorney, consider attending my session next week Oct 17th at 5:30pm - “Financial Toolkit for when Cupid is Stupid” offered through the American Academy of Matrimonial Lawyers (AAML). I will walk through the money guide for divorce that will help your client be best positioned for their next chapter and am co-presenting with Dave Consigli of FAZ Forensics. Together we'll discuss: -Assessing if the soon-to-be divorcee will be okay financially -How college financial aid rules relevant to a divorce are changing this fall -When and how is best to sell the martial home during a divorce -Qualifying for a mortgage for the lower income earning spouse -How Social Security benefits work for divorcees and how benefits can be equalized -Business valuation and forensic accounting nuances to watch out for There is a lot to consider and we will cover it all followed by a live Q&A. Message me for details to RSVP. I hope to see many of you there.