Joe Caruso

Helping you grow more than wealth

My mission

My mission is to provide innovative investment solutions and counsel to select individuals and their families. I advise, guide and motivate my clients to implement strategies that help simplify their lives, as well as grow and preserve their capital. I work in concert with my clients’ other advisors, such as Certified Public Accountants and attorneys, to formulate customized and comprehensive strategic life solutions. 

My expertise is acting as your primary financial advisor. In this role, I coordinate with all of your other professional advisors to ensure that your wealth management plan supports all of your long-term financial goals. I have a long history of going the extra mile for my clients and will be tireless in my pursuit to gain and keep your trust and satisfaction.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

• plan for retirement, including the creation of an income stream;
• fund an education for a loved one;
• prepare for a major purchase;
• protect their family or income; and
• create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

Global Insight Monthly

The income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

Read GI Monthly »

Let's take the next step together

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