Senior Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus
A financial goal plan is integral to successful planning for retirement, and it is a key component to what I offer my clients. I manage investment capital for my clients via the stock and bond markets using individual securities, mutual funds, CEF's and ETF's as well as professionally managed separate accounts. I specialize in investment plans designed to maximize income from investment capital, with an appropriate amount of risk for the individuals involved. My clients are families, individuals and company retirement plans.
Tailored solutions for individuals and institutions
Structured plans to help you retire with confidence, income, and security.
Professional oversight using individual securities, ETFs, mutual funds, and managed portfolios.
Designed to help preserve capital and reduce tax impact on your gains.
Estate Guidance Support for legacy planning through coordination with your legal and tax advisors.
Custom strategies for business owners, 401(k) plans, and liquidity events.
We begin by understanding your full financial picture. Your goals, income needs, risk tolerance, and long-term vision.
We build a customized investment plan using a diversified mix of assets tailored to your needs, time horizon, and tax situation.
Your plan is put into action through carefully selected investments, managed accounts, and allocation strategies.
Markets evolve and so do you. We provide regular reviews, performance updates, and strategy adjustments to stay aligned with your goals.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
May 10, 2022
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Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »