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 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight 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

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U.S. productivity renaissance

Dec 12, 2024 | Joseph Wu, CFA

Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.

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