Wealth management approach

My approach integrates your objectives into a personalized plan that can be updated as life changes occur. I combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. Our process includes:

  • Understanding Your Financial Objectives — I begin by listening to understand you and your financial objectives.
  • Gathering Your Current Financial Information — Together, I gather specific information on your financial picture.
  • Developing Smart, Time-Tested Strategies — Next, I analyze your financial and personal information to match your objectives with sound strategies.
  • Implementing Thoughtful and Creative Solutions — I develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
  • Providing Timely, Ongoing Service — I regularly review your situation to help ensure your financial objectives are being met.

Please contact Rhea Sherman for the following account services:

  • Account Balances
  • Account transfer requests
  • ACH on demand transfers
  • Address changes
  • Assets moved between accounts
  • Change IRA Beneficiary
  • Checks issued
  • Cost basis updates
  • IRA distributions or contributions
  • RBCWMConnect
  • Reorder checks
  • Set-up Appointments
  • Statements
  • Tax Document Requests
  • Wire transfer Needs
  • Stock Quotes