Let us help you grow more than wealth

Value statement

I work with individuals and business to help achieve their financial goals. Everybody’s situation is different, and no one size fits all. The more we talk, the more I know what fits you. I also understand the value of personal service, and am committed to providing that to you. It’s what I would expect, and what you deserve. Our approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. Our process includes:

  • Understanding Your Financial Objectives
  • Gathering Your Current Financial Information
  • Developing Smart, Time-Tested Strategies
  • Implementing Thoughtful and Creative Solutions
  • Providing Timely, Ongoing Service

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

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Latest Insights

Employment interview

What dueling data and the Fed’s dual mandate mean for interest rate cuts

Jul 25, 2024 | Atul Bhatia, CFA

Relative comfort on inflation should allow the Fed to shift its focus to the goal of full employment. But with labor market data pointing in different directions, we sift through the mixed messages and the impact on the Fed’s rate cut plans.

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