The best returns are more than financial


Welcome

I provide financial solutions to individuals and their families. Through a comprehensive approach to managing assets, I address my client’s specific needs, including retirement planning, college funding, and retirement income. Investors benefit from my customized approach to managing their assets because it addresses their current financial needs and their long-term goals. 


Global Insight Monthly

Global Insight Monthly cover - February 2025

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »

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

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Latest Insights

cargo ship leaving port

Tariffs’ leverage extends far beyond trade

Feb 05, 2025 | Atul Bhatia, CFA

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.

Read more

Sam Burns crouching on golf course

We see things differently

On the green successful golfers take unique approaches to each shot. When it comes to your financial future, I take a unique method to envisioning your customized approach. You'll receive dependable guidance to help you achieve your wealth goals.  Contact me today to learn more.