Hobgood Peatross Investment Group - RBC Wealth Management

Our approach to wealth management

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

A disciplined approach

Our process includes:

Identify your investment needs — We begin by listening to understand you and your current situation to help meet your financial goals. Together, we gather specific information on your financial picture.
Developing an investment strategy — Next, we analyze your financial and personal information to match your objectives with sound strategies.
Establish an investment policy statement — We communicate our investment strategy in order to provide you with an understanding of the objectives and strategies.
Create a customized plan — RBC WealthPlan is a tool that helps develop your personal plan using a conversational approach. Through this conversation we can better understand your current financial situation, identify your life goals and determine what steps you can take to meet them.
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 regularly review your situation to help ensure your financial objectives are being met.

Let's start the conversation

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Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Sean Gray

Wealth Management Consultant

Sean spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. He is part of a multi-disciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Sean works diligently to address clients’ unique situations.

Tom Nagle

Trust Consultant

As a trust consultant, Tom specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.