Our wealth management process

Building wealth requires commitment, intentional action, and a dedicated passion to help people succeed. Our typical process includes:

Step one

Introductory Meeting

We will start with an introductory meeting to identify your needs and goals and identify the values that we can bring by working together.




 

Step 2

Data Gathering

We'll work together to get a full picture of your investment assets and to onboard your relevant accounts.





 

Step 3

Planning

Wealth planning is an important part of the process because it allows for a high quality investment plan and also gives investors insights when making financial decisions in their life. Learn more about our award winning platform.

RBC WealthPlan »

Step 4

Proposal & review

 We'll develop a tax-considerate proposal - taking into account your personal preferences.

Step 5

Implementation

We'll put the plan into action.

 

Step 6

Review

Along the way we'll meet to to adjust investment allocation and update your wealth plan.

Jim Weinstock

Jim Weinstock, AAMS®

Senior Vice President - Financial Advisor, Portfolio Manager

203-351-9396 203-708-1533
Email | |

Let's start the conversation

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