It's not just your money. It's your life.


My practice has one goal.

I help high net worth individuals and businesses achieve their financial goals by creating and implementing comprehensive wealth management solutions that focus on accumulating, protecting and transferring wealth.


Global Insight Monthly

Global Insight Monthly cover - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »

Wondering what to do with your retirement plan?

For more information please contact me at 408-947-3301 or maria.boisvert@rbc.com.


Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation, please contact me.

West Valley Peninsula Group

I am also proud to be a member of the West Valley Peninsula Group, visit our team website.

Latest Insights

Electronic engineer updating computer components

Tech steals the Q2 earnings show

There are more positive than negative aspects of the Q2 S&P 500 earnings season. But there are some nuances within the Information Technology sector data that we think call for restraint.

Read more

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