James Sporrer - RBC Wealth Management

Let me help you grow more than wealth

My goal for my clients is creating financial security and peace of mind by providing them with the highest level of service that often exceeds their expectations. Investors benefit from my 15+ years of experience as a financial advisor as well as my prior years of experience as a certified public accountant, tax consultant and auditor. I believe in a customized approach to managing your wealth by addressing your current financial needs and helping achieve your long-term goals.

My philosophy is a strategic buy-and-hold asset allocation strategy that is based on a broadly diversified portfolio of stocks, bonds, cash and alternative investments. In addition, I believe in closely monitoring the markets and economic events to identify shorts-term investment opportunities by adding tactical managers, funds or equities to take advantage of the "upside", yet still provide protection for the "downside."

Global Insight Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

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.

Latest Insights

Kevin Warsh launches his own Fed renovation project

This week brought the highly anticipated first policy meeting under the Warsh regime at the Fed. We look at how the Warsh era kicked off and how the central bank may evolve under its new chair.

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