Wealth management approach

My holistic approach to wealth management integrates your objectives into a personalized plan that grows and changes as your needs and goals do. I combine sophisticated investment planning tools and professional resources to develop customized solutions across four key areas:

Accumulating wealth

From realizing your dreams to building the lifestyle you envision for your family, I help you grow your wealth in order to provide resources necessary to accomplish what matters most to you.

Protecting your assets

Your wealth is a tremendous source of opportunity for yourself and the people who depend on you financially. Taking steps to help protect your wealth through risk mitigation, estate planning services and insurance solutions will help you feel secure about the future.

Creating an income stream

Achieving the lifestyle you’ve envisioned in your retirement means having a steady income stream during those years. We develop a customized plan that helps you anticipate adjustments and build confidence in your future.

Wealth transfer

Beyond building and enjoying your wealth, I work with you to create a solid strategy for preserving your wealth across generations in order to protect your legacy.

I invite you to contact me today to learn more about our wealth management approach and how I can help you achieve your goals.

Client Strategies Team

With individual specializations across a variety of financial disciplines, the Client Strategies Team serves as a unique resource to RBC Wealth Management financial advisors. Our clients and advisors both benefit from the collective expertise of this team, and their ability to help enhance the effectiveness of wealth management strategies—from recommendations through delivery of solutions.

Contact

Philip Bartlett

208-389-5703
philip.bartlett@rbc.com

Let's start the conversation

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