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, 2023, and 2024 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.
The federal government’s debt has doubled since 2015 – and shows no signs of turning around. Read the Midyear Outlook »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.