Wealth management: Defined

We are solely focused on the total wealth management needs of our clients.

Advanced planning—a roadmap for long-term success

As anyone who has ever built a business knows, having a plan increases your probability of success. The same is true of your personal finances. Our integrated wealth management approach seeks to understand your individual needs and make sure that your financial decisions reflect both short-term desires and long-term goals.

Our bucket system to money management

With a goals-oriented approach to your portfolio, we look at your entire financial life and manage your assets the way you intuitively think of money by separating it into two distinct lifestyle and legacy buckets.

Investment consulting—personalized portfolio management based on your priorities

By evaluating your family’s unique financial blueprint, we build a portfolio that maximizes the probability of success for achieving long-term financial goals. Our disciplined investment process focuses on risk management in order to help grow your capital over time. We use our advanced planning work as the foundation for the investment portfolio, with the goal of maximizing the probability of success driving the investment decisions at all levels.

Banking—Simple. Intuitive. Secure.

RBC Banking Solutions, provided by City National Bank, can help simplify your financial life. When you combine your investment, cash management and financing activities in one place, you can manage all of your assets with greater efficiency and control. Whether your finances are organized in a single account or multiple accounts, your relationship with us is designed to give you financial flexibility.

Lending—built around your overall financial goals

Managing liabilities intentionally can help clients grow their net worth, pay down debt and find liquidity. Whether you’re looking to purchase a new home or refinance an existing mortgage, it’s important to have a lending strategy that fits within your larger financial picture.


RWMG Family Office

Advanced planning

  • Probability of success & what-if scenarios
  • Asset allocation recommendations
  • Asset bucketing outline
  • Estate & trust planning
  • Legacy & fifting strategies
  • Education savings and planning
  • Concentrated stock planning & risk mitigation
  • Insurance & risk management
  • Tax planning (in coordination with your CPA)

Investment consulting

  • Custom wealth allocation statement
  • Custom investment strategy per the advanced planning work
  • Manager due diligence


  • Visa and checking capabilities
  • Bill pay
  • Cash flow analysis


  • Mortgages
  • Securities line of credit
  • Home equity lines
  • Line of credit for tax planning