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 Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.
