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Strengthening financial security through our disciplined process and service

Our business is helping clients to identify their financial goals, dreams, and lifestyles by assessing each client individually. Our specialty is constructing and maintaining an asset strategy that is focused on an investment discipline that provides our clients with financial independence.

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Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

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If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

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Did you know setting aside savings for a summer getaway is a common financial goal? Despite this, surveys have shown that many still rely on credit cards to pay for the expenses. Let’s brainstorm sustainable ideas to save for travel expenses!

Did you know owning a business can be a powerful way to create lasting wealth? A healthy business may be your best asset during retirement, and I have resources to help you explore the possibilities.

Did you know wealth planning can be impactful regardless of how many assets you already have? Careful planning is still needed to maintain wealth across generations. I would love to help you create a plan that will help your wealth transfer for generations to come.

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Latest Insights

Rollercoaster

Equity market roller coaster: How is your stomach?

The U.S. equity market has taken investors on a bumpy roller coaster ride, leaving some of us queasy. We discuss what drove the rally, lingering risks, and the market’s potential from here.

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Disclosures

Ken Cerruto is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI, WV. California Insurance License # 0M54106.

Ken Cerruto, NMLS # 1609643, Scott Ramo, NMLS # 1566492, and Todd Watson, NMLS # 1540789 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Scott Ramo is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI, WV. California Insurance License # 0D53917.

Todd Watson is currently registered to conduct business with residents of the following states: AZ, CA, DE, FL, GA, LA, MA, ME, NC, NJ, NY, OH, PA, RI, TX, VA. California Insurance License # 4001617.

Read additional advisor disclosures.