September is National Life Insurance Awareness Month

Your life insurance needs are a key component of your overall financial plan, and September is a great time to review your existing life insurance policies. It’s important to focus on how your coverage aligns with your financial plan, so you can confirm you have the right coverage and beneficiary designations to provide financial security for your loved ones.

Hilary Doherty named among Forbes 2020 Top Women Wealth Advisors

At Honcoop Doherty Wealth Managers, we are very proud that Hilary Doherty was named among Forbes 2020 Top Women Wealth Advisor. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Hilary!

Strength you can trust

Distinguished by a long heritage of financial strength, integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody’s Aa22 and A23/stable4
  • Standard & Poor’s AA-2 and A3/stable4
  • Fitch Ratings AA+2 and AA3/negative4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and we are honored to work for a company that is committed to our clients and puts people first.

Learn more about the CARES Act

The Coronavirus Aid, Relief, and Economic Security (CARES) Act is the largest stimulus bill in American history. Learn more.

Want to discuss how this applies to your situation? Contact us for more information.

Proud to be national award-winning advisors

As financial advisors, it is gratifying to be recognized as a leader in your industry, because it means we are serving our clients well. We are proud to be recipients of the following awards.

Brandon Honcoop:

  • On Wall Street’s Top 25 Regional Advisors Under 40 list in both 2018, and 2019. Read the full news release here
  • On Wall Street’s Top 40 Regional Broker-Dealer Advisors Under 40 in 2020

Hilary Doherty:

  • 2018 and 2019 Working Mother and SHOOK Research’s Top Wealth Advisor Moms
  • 2018 Forbes Top Next-Gen Wealth Advisor
  • 2019 Forbes Best-In- State Next Gen Wealth Advisor
  • 2020 On Wall Street Top 40 Regional Broker-Dealer Advisors Under 40
  • 2020 Forbes Top Women Wealth Advisor

 To read the full news release and see the list, view here.

Write your personal retirement story

Access 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.

 

Become a client 

                                       
If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets. Contact us today to learn more.

Value statement

We use a solution-based process with a proven methodology to help you achieve your financial, estate planning and legacy goals. Acting in partnership with you, we deliver personalized investment counsel and custom portfolio management services designed to help you both enjoy living today while preparing financially for the future you want. 


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