Welcome to my website

Our team believes in a personalized, logical approach to wealth management. Our approach involves asset allocation, diversification and wealth management planning, tailored to help you reach your specific goals and financial security. We will help you focus on the accumulation, protection and potential transfer of your wealth. We will also offer continuous encouragement as we work together toward achieving your objectives.

The most important behavior that separates good investors from poor is patience. We live today in a quick fix society. There is no quick fix or get rich quick component in investing. Please do not give us money you may need sooner than five years from now. Please try to be patient. Just as you would not immediately sell your house because it gained 10% in value, do not ask us to sell your investments quickly for small gains.  Statistical evidence shows that rapid trading diminishes long term returns.  

Investing should be a serious business because it is about your future. Our role is to help you design the plan and continually encourage you to be committed to your plan. We want to make you and your families better off financially.

Wondering what to do with excess 529 savings?

If you’ve saved diligently for a family-member’s education—and he or she does not need help funding education expenses—the 529 Plan savings can still be used without tax penalties. You could transfer funds to another child, to a niece/nephew or a grandchild. Or, see if room, board and textbook costs can be covered. You might even be able to pay for college credits for a qualifying gap year program. Contact me to discuss your education savings options in more detail.

Taking required minimum distributions

If you invest in traditional IRAs or employer-sponsored retirement savings plans, it’s important to know that they are not shielded from taxes indefinitely. When you reach age 73, depending on the year you were born you must take required minimum distributions (RMDs) to avoid tax penalties. Contact me today to learn more about your options.

Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore my website to learn more about our customizable solutions designed to strengthen your financial security.

Hope...is not an investment strategy

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Global Insight U.S. Recession Scorecard
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Meet us

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Learn more about Roni and Lisa

Let's start the conversation

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Latest Insights

Federal Reserve

Kevin Warsh launches his own Fed renovation project

This week brought the highly anticipated first policy meeting under the Warsh regime at the Fed. We look at how the Warsh era kicked off and how the central bank may evolve under its new chair.

Read more

Bulletin Board

Having a trusted contact person is important

If we think you may be a victim of fraud, we will contact you. Fast action can help resolve issues quickly. A trusted contact person is someone you authorize us to contact in limited circumstances, such as if we're unable to reach you and have concerns about activity in your account. This person should be someone you trust, such as a family member, friend or professional (such as your attorney). Your trusted contact person will not be an authorized party on your accounts and your account details will not be shared with them. 

Connect with me today to add a trusted contact person to your account.