Paul Lantieri

Expertise you can count on

Welcome

As a financial advisor since 1992, Paul works with business owners, executives, individual investors, and their families to provide solutions that will help them meet their financial, estate, and asset management goals. Paul is dedicated to building long-term relationships with his clients as wealth management planning is also a long-term process.

Paul carefully gets to know each client’s unique situation in order to develop strategies for attaining their goals and believes education is an essential component of the service he provides. Paul also works diligently with his client’s other professional advisors in order to properly implement tailored investment solutions.

RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.

Global Insight Monthly

The income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

Read GI Monthly »

How to protect yourself in the event of a data breach

Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.