Let us help you grow more than wealth

Mission statement

Our mission is to enhance the lives of our clients through a comprehensive wealth management process. This is achieved by creating, preserving and managing wealth for our clients.

We are committed to providing the highest level of personal service while continuously acting with integrity, honesty and professionalism to build a solid foundation of trust and friendship with our clients.

Investment Philosophy

Our philosophy is life first. The foundation of every decision we make is based on knowing our clients and understanding their goals. We take the time to listen and objectively assess our clients’ needs, risk tolerance and investment objectives which serve as the building blocks to our wealth management planning process. We develop and implement goals-based wealth planning solutions and investment strategies tailored to our clients’ specific situation and provide regular, ongoing communication- giving our clients the clarity they need for today and the confidence they need for tomorrow.

Write your personal retirement story

Rewriting retirement Cover imageAccess Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact us to help you prepare for your next chapter.

Let's start the conversation

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Meet our team

Please view here to learn more about Gulf View Wealth Group

Latest Insights

couple meeting with financial advisor

Wealth planning considerations to help protect your portfolio from market turbulence

Apr 17, 2025 | RBC Wealth Management

How investors react during periods of decline is critical to their long-term success.

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Globe sitting on various currencies

It’s been a privilege

Apr 14, 2025 | Atul Bhatia, CFA

The dollar’s role in the global economy is evolving, and its “exorbitant privilege” looks to be as well. We examine the greenback’s role as the reserve currency and the implications of the world’s changing currency appetites.

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Disclosures

John Letourneau is currently registered to conduct business with residents of the following states: CA, CO, CT, DE, FL, GA, KY, LA, MD, ME, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA. California Insurance License # 0K24331.

John Letourneau, NMLS # 1542138, and Kaitlin Yelle, NMLS # 1948483 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.

Kaitlin Yelle is currently registered to conduct business with residents of the following states: CA, CO, CT, DE, FL, GA, KY, LA, MD, ME, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA. California Insurance License # 0M88186.

Read additional advisor disclosures.