Let us help you grow more than wealth

Value Statement

Gary's main objective is long term financial success for his clients. No matter where you are in your financial life, Gary is committed to helping you secure your financial future. Whether you need accumulation strategies in your earning years, income in retirement or legacy planning, Gary has the experience and knowledge to help fulfill your financial goals.

Investment Philosophy

  •  Asset Allocation
  • Tax Management
  • Risk Management
  • Flexibility to meet changing needs

Investment Process

  • Listen, understand your needs
  • Gather financial and qualitative information
  • Analyze and evaluate financial status
  • Develop and discuss planning recommendations, revise if necessary
  • Implement wealth management plan
  • Monitor, measure and adjust as necessary
  • Utilize RBC wealth management tools and resources in process

Global Insight Monthly

GI Monthly

Midterm mindset seeping into the U.S. stock market

Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

Read more in Global Insight Monthly

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Updates

When to start taking Social Security benefits

Social Security can be an important part of your retirement income stream. The decision about when to begin taking the benefits you have earned may have important consequences. Start them early and your monthly income will be lower than if you wait until your full retirement age. Delay them and your monthly “paycheck” will be larger. Please contact me for help determining when it may be appropriate for you to start taking social security benefits and to explore strategies for maximizing benefits for married couples.