Strategy. Execution. Success.

I develop long-term relationships with my clients, built on the foundation of mutual trust and respect.

Advising my clients to assist in the creation, preservation and the eventual transfer their wealth. 

My core values which include teamwork, transparency, and accountability within my practice allows clients and I to oversee and measure the progress of your financial plan. My advisory process is designed to address the opportunities and challenges presented at all stages of your financial journey.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Comprehensive financial solutions for all of life’s opportunities

When it comes to wealth management, there's no such thing as an average client. Each investor has goals, challenges and opportunities that are unique to them and their financial situation. That's why tailored, customized advice is critical to success. No matter what stage you're at in life, I can help you build a customized plan that helps you achieve your goals and strengthen your financial security.

I am proud to be part of RBC Wealth Management—a firm that has provided trusted wealth management solutions to individuals, families and institutions for over a century. I invite you to explore my website to learn more about my  practice and my firm, and contact me today to discuss how I can put the resources and expertise of this global organization to work for you.

Contact me  

Let’s take the next step together

I would value the opportunity to learn more about your financial goals and how I can be of service to you. Please contact me at 518-432-5189, nicholas.rossetti@rbc.com, or fill out the form below to schedule a meeting. I look forward to hearing from you.

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Rewriting retirement Cover imageAccess 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.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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