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

Gold bars

Gold’s regime change?

The longstanding inverse relationship between gold and real interest rates seems to have broken down, suggesting new forces—central bank buying, geopolitical uncertainty, and portfolio diversification—have a larger role in driving demand.

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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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Divorce is hard enough - don't let hidden assets make it harder. Join us on June 25th from 6-7:30 PM for a confidential online event hosted by Vesta's Boston Hub, designed to empower you with key financial insight during divorce. What to Expect: - How hidden assets & income are concealed - and uncovered - Real-world strategies using forensic accounting & business valuation - Guidance from professionals in Divorce Law and Finance - Tools to build a strong team and negotiate from a position of knowledge Whether it's cash, investments, or alternative investments, if it's part of the marital pot, it counts. We'll show you how to find it. Email me at nora.yousif@rbc.com to reserve your spot and submit your questions for our live Q&A! #HiddenAssets #DivorceFinance #KnowledgeIsPower

We held our first annual Pickleball Client Appreciation Tournament at the new LTP Pickleball last month and it was a smashing success! From first-timers learning the ropes with on-site coaches, to seasoned pros showing off their skills (and even teaching us a few moves!), the courts were buzzing with energy all night long. Simultaneously, as a bonus, we supported a new local business that was started by 3 empty nester moms. We wrapped things up with refreshments by the Kitchen and crowned two of our awesome clients as our first RBC Pickleball Champs - congrats again! Swag included shirts that said "If you can't take the heat, stay out of the Kitchen!" Huge thanks to everyone who came out. Whether you came for the competition or just to connect, it was a joy celebrating with you. Until next time! #ClientAppreciation #PickleballParty #GameSetMatch

We take the responsibility of managing clients' wealth seriously. But we don't take ourselves too seriously. During our team spa day we put robes on, cucumber slices in place, and shared a lot of laughs. It's a reminder that while we manage your assets with unwavering focus and care, we also cherish the bonds we build with each other. Treating our team like family fuels our passion to serve you better because strong relationships are the foundation of trust and success. Cheers to balancing dedication with enjoyment and always putting people first! #WorkHardRelaxHard #Teamwork #CucumberSlices