Deep rooted philosophies

I have a message.  And it’s an important one.  I take what I do not just seriously but very personally.

Most firms worth their weight in salt offer similar services, products and capabilities, and RBC Wealth Management is one of the best.

But it’s not just about the firm.  You work with the individual Advisor and like his/her approach.  You agree with their philosophy; it makes sense to you.  You choose an Advisor’s personality, someone you communicate well with and will enjoy working with over the years.  And you believe in their character, honesty, integrity, caring and trust.

That said, I hope you enjoy my website and take something useful away from it…and hopefully a glimpse of who I am, what I believe, what I do and just as important, what I don’t do.

If something [on my website] jumps out and grabs you…or forces a raised eyebrow… or makes you say something like, “Huh? Is he serious? Did he really say that?” then please feel free to contact me.  I don’t bite.  I’m not here to twist your arm (just the opposite is true).  I promise not to try to sell you anything.  That’s not what I do or who I am, and I have nothing to sell you or the world except myself.

We can chat by phone or [in person].  You have nothing to lose and you may quite possibly learn something new or clear up something that has been on your mind.
 

Solutions to best fit your life

I believe that “smart money” people are those who have enough money to financially support their purpose or situation in life.

I provide expert guidance to wealthy families and women in financial transition through: client advocacy; investment expertise; and customized wealth management planning.

Sometimes in life, we have to start over --- either due to death, divorce, loss of employment or other unexpected events.  I helped my mother navigate through her difficult situation and helped her attain her financial goals.  Since then I’ve helped many others in the last 25 plus years with their own unique situations not only to survive, but to thrive personally and financially.

In addition, I have extensive experience in dealing with financial issues for seniors and the elderly.  Aging creates a lot of complex situations when it comes to finances.  I have personally dealt with these challenges and having someone who relates and understands these issues is invaluable.

Every day I create, implement, monitor, and adjust customized risk-mitigated financial solutions.  On an ongoing basis, I strive to reduce your workload by coordinating with your legal and tax advisors.    Particular emphasis is placed upon the question of how we attempt to mitigate risk.
 

A dedication to developing a long-term relationship

At RBC Wealth Management, we have vast global resources, amazing tools and technologies to help you achieve your financial goals.

I have a track record of doing things right for my clients based on the foundation of making a positive difference in their lives.  I take whatever amount of time is required for my clients to become comfortable with how their money will be invested.  I care more about their personal economy than the national economy. 

After all, comprehensive wealth management is about your personal issues, wants, needs and concerns. I focus on understanding your personal priorities, and circumstances, so that together we can develop a careful, conservative wealth management strategy.  Then I deliver exceptional value of superior advice and service throughout the many stages of our relationship.
Disclosures

RBC Credit Access Line is a securities-based, demand line of credit offered by Royal Bank of Canada, an Equal Opportunity Lender and a bank affiliate of RBC Capital Markets, LLC. Subject to Credit Approval. Securities-based loans involve special risks, are subject to minimum collateral requirements, and are not suitable for everyone. Additional restrictions may apply.

Cash Freeman is currently registered to conduct business with residents of the following states: AK, AL, AZ, CA, CO, DC, FL, GA, HI, ID, IL, IN, KY, MA, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY.

Cash Freeman, NMLS # 1795625, and Larry Walters, NMLS # 1877717 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Larry Walters is currently registered to conduct business with residents of the following states: AK, AL, AZ, CA, CO, FL, GA, ID, IN, KY, MI, MO, NC, NE, NJ, NV, OH, OK, OR, PA, SC, TX, UT, VA, WA, WY.

Larry Walters bio photo

Larry Walters, AWM

Senior Vice President - Financial Advisor, Senior Portfolio Director Group

307-432-2442
Email | |
Cash Freeman bio photo

Cash Freeman, AAMS®, AIF®, AWMA®, JD*

Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus

970-206-1174
Email | | |

About RBC Wealth Management Online

Latest Insights

mature business owner looking at ipad

Exploring the psychology of charitable giving: Three mental barriers that hold donors back

Dec 20, 2024 | RBC Wealth Management

Despite generational differences, the obstacles donors face around giving are largely the same.

Read more

Contact us

Please fill in all the mandatory fields.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields