Senior Vice President - Financial Advisor, Senior Consulting Group
We believe in order to control your financial security and improve your lifestyle you must trust a smart and experienced team of individuals. We at RBC Wealth Management are just such a team! Each of our clients is a unique individual with a unique set of goals. With that said, we offer an individualized approach to addressing your current financial needs and achieving your long-term financial security.
At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.
Access Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact me to help you prepare for your next chapter.
If you are not already a valued client, I invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets. To set up a consultation, please contact me.
November 28, 2022
March 18, 2021
Daily market view
We look at how the election could impact U.S. equities and key industries, and point out the market has its own rhythm when it comes to the midterms.
Did you know this about money management? Talking about family wealth provides future generations better knowledge about how to manage—and keep—it. Contact me to help facilitate those discussions.
A couple important dates to remember as you get older: Enroll in Medicare when you turn 65 and begin claiming Social Security at age 70 if you haven't yet.
As the year draws to a close, individuals age 72+ are reminded to take the Required Minimum Distribution (RMD) from your IRAs to avoid tax penalties. Connect with me for guidance.