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What an incredible evening at our Women, Wine, and Wealth event! A huge thank you to everyone who attended. It was inspiring to see so many thoughtful, driven women come together to connect, share insights, and support each other's financial journeys. Conversations flowed, connections were made, wine was sipped, and meaningful takeaways were shared. A special thank you to Darren Palmer for providing valuable insights on the unexpected challenges that arise entering retirement, and to Sean Chambers for providing the perfect space for the evening at 2 Roots Art & Wine Gallery. If you were not able to attend, and are interested in copies of the materials that were presented, please send an email request to patrick.quigley@rbc.com. I'm already looking forward to the next one — and would love to hear your feedback or ideas for future topics. Let's keep the conversation going!
In times of uncertainty, it’s more important than ever to coordinate with a team you can trust. A strong financial advisor team is not just about managing wealth; it’s about building a relationship that helps you navigate both the highs and lows in the market. Check out our spot in this past week’s issue of Volume One!
We are pleased to announce that our team was recently named to the Forbes 2025 Best-In-State Wealth Management Teams list!