Helping you grow more than wealth

With customized advice & guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.

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 we do. We often help our 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 us today to discuss how we can help you reach your goals.

Let's take the next step together

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

Meet the team

Learn more about the Kharouf-DeSantis Wealth Management Group

Let's start the conversation

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

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Disclosures

Kurt Kharouf is currently registered to conduct business with residents of the following states: AL, AZ, CA, DE, FL, GA, IL, IN, KY, MA, MD, MI, NC, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV.

Marc DeSantis, NMLS # 652355 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.

Marc DeSantis is currently registered to conduct business with residents of the following states: AL, AZ, CA, DE, FL, GA, IL, IN, KY, MA, MD, MI, NC, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV.

Read additional advisor disclosures.