Helping you grow more than wealth

How am I different?

The cornerstone of my client relationships is my ongoing commitment to provide behavioral coaching and structured communication throughout their journey to financial success.  In doing so, I help individuals and families to craft and follow personalized wealth management plans that are designed to achieve their long term financial goals. 

In my practice I have placed an emphasis on helping families on a multi-generational basis.  I help them navigate the challenges unique to each generation: preparing for and enjoying retirement, protecting their family, navigating financially after the loss of a spouse, transferring wealth to future generations.  I strive to be a primary resource to those in the Sandwich Generation who find themselves assisting aging parents while still raising a family.  Through experience, training and a passion for financial well being, I help my clients obtain the peace of mind they deserve.

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    Investment fraud remains the costliest type of crime tracked by the FBI’s Internet Crimes Complaint Center. Boost your knowledge during Fraud Prevention Month to help protect yourself from scams. https://docs.rbcwealthmanagement.com/us/0433-fraud-scam-recovery-guide.pdf

    Over $37 billion in scam losses have been reported to the FBI during the past five years. Learn more to protect yourself from cybercrime. https://docs.rbcwealthmanagement.com/us/0442-crypto-investment-scams.pdf

    Did you know that setting sound New Year’s resolutions can help you create a lasting legacy? This new year is the perfect time for us to connect and create or update your WealthPlan.

    Let's take the next step together

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

    Disclosures

    IMPORTANT: The projections or other information generated by RBC WealthPlan regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time. 

    Theresa J. Huntley is currently registered to conduct business with residents of the following states: CA, CO, CT, DE, FL, IL, MA, MD, ME, MN, MT, NC, NH, NJ, NY, PA, RI, TX, VA, VT, WA. California Insurance License # 0H30477.

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    Theresa and Jennifer

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