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


Welcome!

We dedicate ourselves to guiding our clients from their careers through their retirement years. We believes clients deserve:

  • personalized planning
  • ongoing support
  • and prudent strategies

so we dedicate significant time and resources to understanding our clients as individuals and craft a plan unique to their goals & priorities.

From our perspective, this multi-faceted approach helps clients feel prepared and protected for changes in their lives or the markets.

Our goal is to collaborate with our clients so they can achieve long term goals while thriving in their current lifestyles.  Whether you are planning for retirement, saving for education or building wealth, we are committed to being your trusted partner every step of the way.

 


Honored to be a nationally award winning advisor 

I am very proud to be recognized as one of Forbes Top Women Wealth Advisor Best in State in 2023 and 2024 and a Forbes Best in State Wealth Advisor in 2023. I am pleased to be a part of this respected group—because it means I’m serving my clients well.

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

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Want to help raise money-savvy adults? Reach out to me for financial education resources for youth, teens and young adults.

Doing some year-end estate planning? We have a specific RBC Wealth Management checklist that can help you with legacy planning. Send me a message to request our guide.

During the end of the year, people often think of philanthropy. RBC Wealth Management’s charitable giving checklist can help you go from inspiration to realization of your philanthropic vision. Message me today to receive your copy.

Did you know that scams are rampant in the U.S. during the holiday season? It pays to keep an eye on credit card statements and shipping notifications, as well as keeping a healthy dose of skepticism about deals that seem too good to be real.

Dozens gathered on Veterans Day at the Harriet Tubman Underground Railroad State Park in Maryland's Dorcester County for a formal ceremony making Tubman a one...

Harriet Tubman made a general in Veterans Day ceremony

Revered abolitionist Harriet Tubman has been posthumously awarded the rank of general.

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?? Creativity, Connection, and Financial Fulfillment ?? Last week, I had the joy of hosting a painting gathering with some of my wonderful clients. As we dipped our brushes into vibrant colors, it reminded me how fulfilling it is to embrace creativity—not just on canvas, but in life and finances too. As a financial advisor, I often talk about making the most of our resources, but it’s gatherings like this that bring those principles to life. Whether it’s pursuing a hobby, traveling, or simply spending quality time with loved ones, thoughtfully managing money allows us to enjoy what truly matters. Seeing everyone connect, laugh, and create during the event was a beautiful reminder of how intentional financial planning can lead to opportunities to deepen relationships and explore the world in meaningful ways. Here’s to more joy, creativity, and using our resources to live fully! #FinancialFreedom #Creativity #Connection #WealthPlanning

Melanie, Mrunal & Maliha

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Latest Insights

Senior smiling at advisor

Tax-smart charitable giving strategies you can use any time of year

Nov 29, 2024 | Angie O'Leary

Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.

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