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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. 

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Celebrating 20 Years at RBC Wealth Management

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

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Celebrating 20 Years at RBC Wealth Management

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

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Latest Insights

The White House

Power tools

Nov 14, 2025 | Atul Bhatia, CFA

The White House has made broad interpretations of existing legislative authority to make unilateral policy moves. We examine how this centralized ad hoc decision-making raises structural concerns and how the economic policy framework may evolve.

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High-net-worth cybersecurity: Protect your wealth and reputation against online threats

Nov 11, 2025 | RBC Wealth Management

Understand common cybercrime tactics and strategies to safeguard your digital privacy, security and legacy.

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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

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more in Global Insight Monthly

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

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Retirement expert Teresa Ghilarducci explains why the "work longer" consensus is failing Americans and what solutions actually work.

Working longer won't save your retirement, expert warns

Experts say that working longer does not guarantee a financially stable retirement.

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In moments of market volatility, it's natural to have questions. That's when experience matters most. I’m here to provide clarity, reassurance and strategies designed to help protect and grow your wealth through every market environment. Reach out with your questions.

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