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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Did you know, there are charitable giving benefits outside of annual year-end gifting? Check out matching-gift options through your company. Message me to discuss more gifting strategies.

Congratulations to Nicole Dunham, Managing Director and Deputy Head of U.S. Wealth Management Fixed Income, for being named to Twin Cities Business magazine's list of 2024 Notable Women in Banking and Finance! https://tcbmag.com/notable_category/2024-notable-women-in-banking-and-finance/

The new issue of Investor’s Edge just published. Learn about investment strategies for biodiversity, turbulent times, retirement income planning and gift giving. http://docs.rbcwealthmanagement.com/us/01598-investors-edge.pdf

Extreme Weather: Understand the Ripple Effects on Your Insurance

Feel more at ease when planning protection for your property and your loved ones in an unstable climate. Read about insurance strategies here: https://www.usi.com/executive-insights/executive-series-articles/featured/personal-risk/q1-2024/extreme-weather-understand-the-ripple-effects-on-your-insurance/

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Life is full of hurdles, but we can coach you through them. Message me and discover the steps to building a solid financial foundation with an emergency saving fund.

New Rules for Inherited IRAs: What You Need to Know

Learn more about the changes to the SECURE Act, and some of the rules related to inherited IRAs.

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Melanie, Mrunal & Maliha

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Latest Insights

Federal Reserve building with dramatic lighting

Don’t fight (or fear) the Fed

Apr 18, 2024 | Atul Bhatia, CFA

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.

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