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
