We take the time to learn about you.


Welcome guests!

I am a local financial advisor in Wilmington, Delaware. I offer traditional brokerage, wealth management planning and fee-based asset management to clients across Delmarva. Learn more about me and my practice.

Please follow the links on the left to see our latest seminars, newsletters and research. I accompany my clients as their guide through financially challenging and rewarding times in their lives. Please call me today to review your wealth management plan and to organize your records. 

Featured

photo

Celebrating 20 Years at RBC Wealth Management

Wed Jun 18 15:40:00 GMT 2025 | C. Michael Luck

Read more
photo

Celebrating 20 Years at RBC Wealth Management

Wed Jun 18 15:40:00 GMT 2025 | C. Michael Luck

Read more

Latest Insights

Image of downtown London's Gherkin skyscraper

Global Insight 2026 Midyear Outlook: United Kingdom

Jun 18, 2026 | Guy Foster, CFA; Thomas McGarrity, CFA; Rufaro Chiriseri, CFA

UK equities face political headwinds, but sector composition offers hope. UK inflation risks remain contained.

Read more
Image of skyscrapers

Global Insight 2026 Midyear Outlook: Europe

Jun 18, 2026 | Frédérique Carrier; Rufaro Chiriseri, CFA

The Middle East conflict weighs on European stocks, but structural tailwinds present an opportunity. The European Central Bank is hawkish despite growth risks.

Read more

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

Global Insight Monthly

GI Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

Read more in Global Insight Monthly

Contact me

Please contact me to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.

Bulletin Board

Social Media

View my social profiles on

Leave a legacy of clarity rather than confusion, chaos and conflict. Have the talk with your heirs about family wealth and its intended purpose. I can help you start the conversation to create a legacy that passes on family finances, values and harmony.

Wealth transfer is about more than money. It’s about your family legacy and aligning your priorities, passions and values with the next generation. Our new wealth transfer report can help you create a family legacy that spans generations. https://docs.rbcwealthmanagement.com/us/68786-wealth-insights-wealth-transfer-guide.pdf

PDF Document

romancescams-c09df98cc84b4b1f99a689a9da1b4861.pdf

Watch out for “sweetheart” scams. Romance scammers prey on your emotions. Be wary of quick professions of love, urgent requests for money and inconsistent stories. Safeguard your emotions and your finances. Check out this guide to learn more.

Read More

Contact us

Please fill in all the mandatory fields.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields