Roger Molatore

Let us help you grow more than wealth

Welcome

I primarily serve affluent individual investors and their families. By teaming with RBC Wealth Management, my Registered Client Associate, Aimee Funk, and I have significant resources available to help provide innovative strategies and solutions that are specifically tailored to meet the needs of each of our clients. We are unwavering in our belief that our fiduciary responsibility is first, foremost, and primary to the trust we share with our clients. The following is a list of services available:

• Investment portfolio management
• Risk management
• Asset protection
• Income replacement
• Retirement planning
• Estate and Trust planning
• Cash management
• Credit and lending
• Insurance services

Investment philosophy

I believe that the most effective way to successfully invest in historically volatile markets is to be invested in a broad and diversified range of asset classes which would include equities, fixed income, alternative assets, and cash as appropriate given each client’s unique risk tolerance, time horizon, and financial goals.

Global Insight Monthly

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

Read more in Global Insight Monthly

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.