Our process

Our four-step process is focused on defining and articulating specific goals and implementing a plan to reach them. It has been developed through many successful years of working with high net- worth individuals and families, professionals and business owners.

1. Discover

  • Take a holistic assessment of your current financial situation
  • Define and articulate specific financial and personal goals
  • Outline personal risk tolerance and investment timeline

2. Create

  • Design a tailored investment plan to achieve your financial goals and objectives
  • Recommend a portfolio construction and asset allocation strategy
  • Create and implement education, retirement and legacy plans
  • Find approaches to minimize tax liabilities

3. Review

  • Establish an attentive process to confirm that the current investment plan is optimal
  • Collaborate with attorneys and tax professionals to confirm proper portfolio configuration

4. Modify

  • Analyze the current investment situation through consistent formal performance reviews
  • Establish flexibility to changes in your personal life and the world around you

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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Disclosures

Thomas Keiser, NMLS # 1906423, and Alex Costa, NMLS # 2285587 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.