At Pier View Group, we care about our clients.

We care about your life outcomes—not just your portfolio outcomes. We develop strategies for the many elements that make up your financial life. In a dynamic environment, we are proactive about looking for opportunities.

We take a blank sheet of paper approach with each and every client. We get to know you on a personal level, and tailor solutions to your individual needs, wants, and wishes. We develop a strategy for you and implement that strategy with a custom wealth plan. We are in constant communication with our clients.

We are our clients’ first call for financial and non-financial matters. Our biggest goal is to provide peace of mind and be a helping hand. We work hard to earn your trust with us.

A modern approach

Our mission is to empower individuals, families and businesses with strategic and personalized financial solutions. We provide the clarity and confidence needed to navigate life’s complexities.

Our team develops strong relationships with a select group of clients who want to make a long-term commitment to their financial future. We are deeply passionate about guiding our clients. We look forward to being with you every step of the way along your life’s journey and beyond.

Let's take the next step together

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

Reva Shakkottai bio photo

Reva Shakkottai, CFA

Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus, Financial Advisor

Rachel Thurman bio photo

Rachel Thurman

Financial Advisor

Alyssa Tittus bio photo

Alyssa Titus

Investment Associate

Taylor Cryer bio photo

Taylor Cryer

Branch Service Manager, Registered Client Associate