John Walsh - Wealth management approach

Wealth management approach

I believe that my clients should have a customized approach to managing their wealth that fits their objectives and long term goals. Here are 6 distinct steps I use in my wealth management process:

Establishing your goals and objectives
Determining your risk tolerance and time horizon for your goals
Developing an asset allocation strategy
Portfolio construction. Types of products, platforms and managers discussed
Execution of your investment strategy
Monitor progress and make necessary adjustments

Customized services are based on the clients needs. Ongoing client reviews, performance reporting, timely research and updates on market or economic trends, client education events and acting as your liaison to your other professional advisors are just some of the services I specialize in. I utilize the expertise of many specialists at RBC Wealth Management when dealing with estate planning, business succession planning, educational planning, retirement planning and insurance needs.

Wealth management professionals

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Aaron Gallardo

Trust Consultant

Aaron specializes in collaborating with RBC Wealth Management financial advisors to deliver trust solutions to high-net-worth individuals and families as part of a holistic wealth management planning solution. His overall goal is to enhance and support client-advisor relationships as well as to identify trust solutions that both optimize opportunities and mitigate risks.

Bill Ringham

Director of Wealth Strategies

Bill works with RBC Wealth Management financial advisors to develop appropriate wealth management solutions for clients in the areas of estate planning, retirement planning, stock option planning, charitable giving, education funding and wealth transfer. He also works with clients’ attorneys, accountants and other professionals to implement strategies to meet clients’ financial objectives.

Bill Boehm

Wealth Management Consultant

Bill provides expertise to RBC Wealth Management financial advisors who work with endowments, non-profits and foundations. Bill also assists financial advisors in using internal and external wealth management tools, including sophisticated software programs, to help provide appropriate solutions for clients' needs.