The best returns are more than financial

Value statement

We specialize in building personal relationships with clients in order to help them grow, enjoy, preserve and ultimately share the wealth they have accumulated. Our clients include individuals, families and community oriented institutions.

We construct our portfolios to achieve the following:

  • Generate capital appreciation and wealth
  • Create income flow to fund successful lifestyles
  • Portfolio management designed to minimize risk while achieving specific achievable goals
  • Coordinate with your accounting, legal and estate professionals to implement tax minimization strategies and transfer of wealth to heirs and/or nonprofit organizations of your choosing

Investment philosophy

As experienced wealth managers who utilize the principles of Modern Portfolio Theory, we create customized portfolios reflective of our clients’ expectations toward risk, time horizon and investment objectives. We take a comprehensive approach, combining multiple asset sizes, sectors and non-correlated asset classes, to construct diversified and efficient portfolios. Our focus is on generating sustainable mid- to long-term results. Uniquely, we rely substantially on our “in-house” portfolio management experience, rather than depending on “pooled” outside money managers. This strategy has allowed our clients to become fully engaged as active and knowledgeable participants in managing their assets. This distinctive partnership approach has played an essential role in building successful, long-term financial relationships with our clients.

Our approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment tools with professional resources to help match your objectives with customized solutions.

Our process includes:

  • Understanding your financial objectives — We begin by listening to understand you and your financial objectives
  • Gathering your current financial information — Together, we gather specific information on your financial picture
  • Developing smart, time-tested strategies — Next, we analyze your financial and personal information to match your objectives with sound strategies
  • Implementing thoughtful and creative solutions — We develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services
  • Providing timely, ongoing service — We periodically review your situation to help ensure your financial objectives are being met

Proud to work with a nationally recognized teammate

At Financial Strategies Group, we are very proud of Financial Advisor Christopher Leverett and Eric Cook for receiving awards. It’s an honor to have teammates nationally recognized as some of the best in the industry—because it means we are serving our clients well. Congratulations, Christopher and Eric!

Christopher Leverett

  • Forbes Best-in-State Wealth Advisor award- 2022, 2023
  • AdvisorHub "Advisors to Watch" award- 2022, 2023

Eric Cook

  • AdvisorHub "Advisors to Watch" award- 2023

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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.

Seeing opportunity in challenges

Life is unpredictable, so we help you plan for the challenges that come your way. Like in the game of golf, seeing challenges as opportunities and remaining calm under pressure help drive success.

Contact us  to help you see things differently and tee up your financial goals.