First Vice President - Financial Advisor, Consulting Group
My approach integrates your objectives into a personalized plan that can be updated as life changes occur. I combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. My process includes:
Keep it simple!
1) Determine where you are today. 2) Discuss where you would like to be. 3) Establish your most appropriate investment strategy. 4) Implement your plan with diversified, low-cost investments. 5) Review your allocation and performance. 6) Discuss and adjust as needed.
What is your desired outcome? I can help you with that.
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation, please contact me.
If you know someone who has recently changed jobs, retired, or simply might be in need of investment advice, please feel free to refer them. All referrals are welcome and appreciated.
At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity and reliability.
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