Strategy. Execution. Success.

Personal message

We have been financial advisors for a collective time period of over five decades. In those years we’ve learned that it is impossible to develop and execute a meaningful wealth management strategy without the benefit of a thorough study of our clients’ personal priorities and concerns as well as their financial condition. Your family’s needs and wants are unique, as are those of our families. To that end, we will dedicate our personal and professional assets as well as those of RBC Wealth Management toward developing a full understanding of your goals and aspirations in order to guide us in all of the efforts that we undertake on your behalf. We approach this process with the fact in mind that we are uniquely equipped as a team of trained and qualified professionals to isolate sophisticated solutions unique to what is important to you. 

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

Will Social Security be there for you?

Like most people, you probably have a lot of questions about the role Social Security will play in your retirement. The answers to these questions depend largely on your earning history and when you plan to start taking benefits. Understanding the concepts behind Social Security can help you make well-informed decisions that will optimize the amount and timing of your benefits and the impact on your overall retirement plan. For more information, review the Social security fundamentals white paper or contact us to discuss your retirement plan.

The next step

Please contact us to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail. Contact Tracey Ledda at (888) 947-3321 today to set up a meeting.

Meet our team

Learn more about the Sargenti-Pace Wealth Management Group.

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Latest Insights

Advisor and client talking

Credit where credit is due?

Sep 05, 2024 | Atul Bhatia, CFA

Despite signs of a slowing economy, corporate bond issuance kicked off the month at a record pace. We look at how the market has absorbed the new debt and what factors are likely to drive bond performance ahead.

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