Helping you grow more than wealth

Strength you can trust

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

  • Moody's Aa1 and A1 / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

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

Global Insight Monthly

Global Insight Monthly cover - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

Global Insight Monthly

Global Insight Monthly cover - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »

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.

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.

Jim Weinstock

Jim Weinstock, AAMS®

Senior Vice President - Financial Advisor

203-351-9396

Latest Insights

Umbrellas

Nothing new about September slides for stock markets

Equity investors have long dreaded September. But we provide some context as to why stocks tend to sag in the month and explain why investors should keep their eye on the long-term ball when it comes to portfolio positioning.

Read more

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Social Media

View my social profiles on

Chinese enterprises are leading the creation and implementation of low-carbon technologies worldwide and are instrumental in powering the green transition.

How China is helping to power the world’s green transition

Chinese enterprises are leading the creation and implementation of low-carbon technologies worldwide. https://www.weforum.org/stories/2025/01/why-china-matters-to-the-worlds-green-transition/

Read More
The new One Big Beautiful Bill Act, now signed into law, will change 529 plan rules as early as this summer. What does that mean for you?

How the One Big Beautiful Bill Act Will Reshape 529 Plans

New 529 rules: https://www.kiplinger.com/retirement/retirement-planning/how-the-one-big-beautiful-bill-act-could-reshape-529-plans

Read More
Agriculture practices give farmers the great potential to turn their farms’ carbon sequestration into cash with carbon credits.

Agricultural Carbon Credits and Carbon Farming Guide

Interesting article on carbon credits in agriculture. https://carboncredits.com/what-are-carbon-credits-in-agriculture/?utm_source=CarbonCredits.com&utm_campaign=b6e8400ad2-EMAIL_Carbon+Recap+02%2F11%2F2024_COPY_01&utm_medium=email&utm_term=0_-d11ead5afd-593892850

Read More