Mission statement

Our team provides wealth management strategies to families and corporate executives throughout the United States. We have a niche working with retail executives.

Our main goal is to build a long-lasting relationship with our clients through trust, integrity and meaningful communication. We specialize in portfolio management, asset allocation, stock options, restricted stock, deferred compensation and retirement plans. We view ourselves as holistic wealth managers in reviewing all of our client's assets - whether directly held with us or not. We have the ability to create custom portfolios for clients. Our practice is primarily advisory-based.

"Leverage gives the appearance of wealth.  Savings is wealth."


– Former Merrill Lynch CFO Nelson Chai, prior to his ouster in 2008.

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

Enjoy the Benefits of Paperless Delivery

Paperless delivery of your account documents is convenient, complimentary—and secure. Consider the many benefits:

Receive documents sooner
Streamline your recordkeeping
Conserve natural resources
Access your information anywhere
To get started, sign in to your personal accounts in the upper left-hand corner of my site, and click on the Go Paperless! link in the In The Spotlight section of the homepage to get started.  Please contact me if you have questions, or call 1-800-933-9946 for technical assistance.

Turn your financial goals into reality

We help create financial security and peace of mind for individuals, families and businesses by providing a high level of service that meets and often exceeds their expectations. Investors benefit from our customized approach to wealth management because it helps address their current financial needs and achieve their long-term financial goals. We also work closely with our clients’ tax and legal advisors to coordinate the most efficient and effective means for turning financial goals and dreams into reality. Please contact us today to discuss how wecan be of service to you.

Gain financial flexibility

Be prepared for almost any financing need by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this smart, yet potentially untapped source of opportunity. 

Global Insight 2022 Outlook

The long-term investment landscape: Where to from here.  Read the full analysis in our 2022 Outlook.

Meet the team

Latest Insights

The omicron variant: A heavy dose of uncertainty

Many questions surround the newest COVID-19 variant, but if history is any indication, its market effect may not be one of them.

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