At The McGovern Wealth Management Group, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to a high level of personalized service and care. With the global resources of RBC Wealth Management, we’ll place you at the center of the wealth management process as we work together to design a goals-based financial approach to help you achieve the things that matter most to you.
We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it’s transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.
We believe the best financial approach is the one that helps you pursue your goals. That’s why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? We work with you to develop an approach designed to help address your unique financial needs. We start by getting to know you and how you feel about the following seven life priorities.
At The McGovern Wealth Management Group, we are very proud that Financial Advisor Stephen McGovern has received both the Barron’s Top 1,200 in 2021, the Forbes Top Wealth Advisor awards in 2021, 2024, and 2025 and on The AdvisorsHub Advisors to Watch list in 2024 and 2025. It’s an honor to have a teammate nationally recognized as one of the top advisors in the industry—because it means we are serving our clients well. Congratulations, Stephen!
Learn more about The McGovern Wealth Management Group.
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