Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
The focus of Jared’s business is on solidifying strong, personal relationships with clients. One of Jared’s areas of experience is in constructing formal investment plans to help his clients measure the feasibility of their success in accomplishing their personal financial goals. Once the goals are established, Jared works with his clients to establish a plan designed to build and maintain their wealth in a tax-efficient manner.
I am very proud to be recognized as a Forbes Best-In-State Wealth Advisors in 2021, 2022 and 2023 and an AdvisorHub Advisor to Watch in 2022 and 2023. I am pleased to be a part of this respected group—because it means I’m serving my clients well.
Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.
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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.