Powering your finances, family, and future


Our group has been providing clients with a complete spectrum of financial services, disciplined investment strategies, and proactive personal service for over 60 years. We service a select group of high net worth families preparing for retirement and women in the greater Boston area. We offer you:

  • Perspective  We are a three generation family team. We provide you with continuity and long term perspective of having gone through various market cycles.
  • Solid reputation  We’ve been in this local community since the 1950’s which speaks to our reputation and dedication to servicing you.
  • Experience  We’re among the larger practices in the area, routinely meeting with a large number of families. Each of those experiences make us better equipped to service you.
  • Credibility & Education  Our team member, Nora Yousif, is regularly asked to present seminars and comment on personal finance topics by the media: NBC Boston, NECN, WBZ news radio, 106.7FM, CNBC, Forbes, Yahoo! Finance, which highlights our credibility, dedication to staying on top of industry headlines, and ability to explain the complex for you.
  • Knowledge  In addition to being a CFP®, one of our team members is being MIT Sloan trained, 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 associates are top notch, having received the RBC Award of Excellence twice. This is awarded to employees who consistently go beyond expectations and make a significant, positive difference for you.
 

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


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 your team

Learn more about the Empower Wealth Group here

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Important information

Latest Insights

Will inflation drive U.S. interest rates higher?

As the U.S. economic recovery continues, we look at the market forces and Fed policies shaping long-term interest rates.

Read more

#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and we are honored to work for a company that is committed to our clients and puts people first.

New coronavirus stimulus bill info

The 2020 Coronavirus Response and Relief Act was approved in late 2020, and it provides many similar tax relief offerings as the original Coronavirus Aid, Relief, and Economic Security (CARES) Act from March 2020. Download this fact sheet, designed to help you understand what was included in the bill, the timing for different aspects of the programs and to see how things changed from the earlier CARES Act. Please don't hesitate to contact us to arrange for a meeting if you have any questions about how the 2020 Coronavirus Response and Relief Supplemental Appropriations Act may affect you, your family or your business.