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 Wealth Advisor Best-In-State in 2025 and an AdvisorHub Advisor to Watch in 2025. 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 and 2025. 

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

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

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Latest Insights

Federal Reserve

Six rate cuts in search of a reason

With the Fed poised to lower overnight interest rates next week, we think investors may be disappointed with what lowering rates is likely to accomplish. We look at the potential asset-class implications if the Fed moves too aggressively.

Read more

In the news

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


Social Media

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A big thank you to our summer intern, Matt, as he heads back to Stonehill College. We've enjoyed having him on our team this summer and can't wait to see all the amazing things he'll do next. On the subject of heading back to school, college savings plans are a great way to fund education related expenses. They can even be specifically great for grandparents to gift into, if they're seeking to reduce their taxable estate. Be in touch for best practices relating to college savings strategies. #CollegeSavings #SmartMoneyMoves #BacktoSchool

I'm excited to be back keynoting the Boston Women's Leadership Summit for over 400 attendees on September 9th at 1 PM for a session called "How to Empow(Her) Your Finances and Future." Financial empowerment isn't just a goal - it's a skillset every woman needs. That is why I founded the EmpowHER segment of my business: https://us.rbcwealthmanagement.com/empowerhousefinancial/empowher-for-women. On the 9th, we'll dig into strategies to help you take charge of your financial future, including: - Calculating your number to save each month - The different retirement vehicles and when to use each - Investing best practices - Negotiating for more pay - College savings strategies - Planning for aging parents - Helping to optimize your future Social Security benefit Join me in making money confidence the new normal for women. If you'll be there, I can't wait to see you. If not, I'm an email away to talk about your own plan: nora.yousif@rbc.com. #HerMoneyHerPower #WomenAndWealth #WealthPlanning

Join us for a "Key Financial Strategies During and after Divorce" webinar August 27th from 6-7:30 PM. This will be a confidential event hosted by Vesta's Boston Hub, designed to help you navigate your financial life with confidence. We'll cover: - How to build a savings plan & budget for your new life - Key documents to gather & when to update beneficiaries - The QDRO process - when it's needed & how it works - Strategies to help maximize your settlement - Steps to plan for long-term financial stability Whether you are a personal finance pro or a complete novice, we'll give you practical guidance on managing the financial side of divorce and planning for a stronger future. Email me at nora.yousif@rbc.com to reserve your spot and submit your questions for our live Q&A. #DivorceFinance #WealthPlanning #KnowledgeIsPower