The LT Investment Group

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Home
About
Market commentary
Offerings
- RBC WealthPlan
- Retirement income planning
Insights
Contact

Let us help you grow more than wealth

Welcome

We provide financial solutions to individuals and their families through a comprehensive wealth management process. Our focus is on developing customized investment strategies to meet specific investment profiles. Investors benefit from our personalized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.

Investment philosophy

We bring professional wealth management to individual investors. Customized portfolios are built and maintained with a mix of assets which meet their objectives and risk tolerance. Objectives are reviewed regularly with each client and a goals based approach is utilized for long term planning. With many years of experience we believe we are firmly grounded in the art of building and preserving capital.

Global Insight Monthly

Market overview: A new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read the Global Insight 2024 Outlook »

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.

Latest Insights

Global Insight 2024 Outlook Storm Clouds loom over field

Global Insight 2024 Outlook: Investing for a new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Bulletin Board

May 10, 2022

Portfolio Focus

Robert Taylor is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, VA, VI, VT, WA, WI. California Insurance License # 4099841.

Robert Taylor, NMLS # 1865067, and Sandy Leith, NMLS # 2014721 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.

Sandy Leith is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, VA, VI, VT, WA, WI.

, Robert Taylor, NMLS # 1865067, and Sandy Leith, NMLS # 2014721 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.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

The LT Investment Group

Phone: 617-725-2288
Toll-Free: 800-225-6713

Robert Taylor, CFA

Senior Vice President - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus

Phone: 617-725-2366

Sandy Leith

Senior Vice President - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus

Phone: 617-725-2288

John Turco

Senior Registered Client Associate

Phone: 617-725-1799

Address

Boston
53 State Street, Suite 3600
Boston, MA 02109
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