Simple, honest, effective investment management

Wealth management approach

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:

  • Understanding your financial objectives — I begin by listening to understand you and your financial objectives.
  • Gathering your current financial information — Together, we gather specific information on your financial picture.
  • Developing smart, time-tested strategies — Next, I analyze your financial and personal information to match your objectives with sound strategies.
  • Implementing thoughtful and creative solutions — We develop customized solutions tailored to your objectives, drawing from a wide selection of world class products and services.
  • Providing timely, ongoing service — I regularly review your situation to help ensure your financial objectives are being met.

Investment philosophy

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.

Taking the next step

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.

Thank You

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.

Why investors choose RBC Wealth Management

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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