Approach to wealth management

Planning, preparing and executing to maintain and update as needed a successful pathway for each client and their family. How do you build wealth? How do you grow your wealth? When can you retire? How do you protect and provide for your family? These are a few of the many questions that must be addressed with answers that are backed up with careful and professional analysis. My clients' best interest is my number one focus. I expect and receive the support and tools from RBC Wealth Management to provide exactly that to each and every client. That is who Katie Clark is.

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

Liz Jacovino, CPWA®, CFP®, CTFA, CRPC®

Echelon Wealth Strategist

Tom Nagle

Trust Consultant