Let us help you grow more than wealth


Political reality checks

As the U.S. elections approach, we look at how the candidates’ policy prescriptions could play out under the most plausible election outcome scenarios, and highlight the checks and balances that could limit the impact of politics on financial markets. Read the full economic outlook in the latest edition of Global Insight.

 

Customized solutions for business owners

As a business owner, you have a complex financial life. Each day you have to balance the demand to grow your business with making sound financial decisions for your company and your family. And with a significant portion of your personal wealth most likely concentrated in your business, you need a personalized plan that will work for you. That’s why at RBC Wealth Management, we offer a unique set of business owner solutions that can be customized to meet your needs. Whether you are dealing with issues like cash management, retirement plans, personal investments, or business succession planning, we are committed to working with you, your business and your family in a way that simplifies your decisions and your financial life. Contact us today to discover how we can be of service to you.

Mission statement

With over 115 years of collective industry experience, the PLLW Wealth Management Group provides quality customer service and a broad spectrum of wealth management services. The primary focus of our investment practice is advising and servicing individuals, families and small business owners to help them address their unique investment goals. While working hands on with each client, members of the PLLW Wealth Management Group also seek to develop and foster a lasting bond of trust that has become multigenerational.

When we recommend strategies, we begin with a sound financial process that takes each client’s goals into consideration. In each case, our investment process helps us recommend what we consider an appropriate mix of stocks, bonds, cash and where appropriate, alternative investments. In addition, we work with small businesses for simple and complex defined benefit and defined contribution plans.

The PLLW Wealth Management Group operates out of the Florham Park office and manages over $400 million in assets for 200 families. As a team, we combine a high degree of market sophistication and understanding with a nurturing approach to client service operations. Our objective is to provide an extremely high level of personalized services and to foster a personal and confidential relationship in conjunction with client business matters.


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.

Meet our team

Learn more about the PLLW Wealth Management Group

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