The Saugatuck Group at RBC Wealth Management

Our Mission

With five experienced Financial Advisors and four dedicated Client Associates, The Saugatuck Group brings together decades of experience in guiding ultra-high-net-worth families through every aspect of their financial lives. 

We operate with a multi-family office mindset, delivering highly personalized strategies that go beyond investment management to encompass the full spectrum of wealth:

  • Portfolio management and asset allocation
  • Estate and legacy planning services
  • Tax-considerate strategies
  • Philanthropy and charitable giving
  • Next-generation education and financial stewardship

What sets us apart is our collaborative structure. Each client benefits not just from a single advisor, but from the collective experience and insights of our entire team, as well as the global resources of RBC Wealth Management. 

Our mission is simple: to help families grow, preserve, and transfer wealth with clarity, confidence, and care across generations. 

Patrick Morrow bio photo

Patrick Morrow, C(k)P®, CPFA®, CRPS®

Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus

203-221-2530
Email |
Steven Gordon bio photo

Steven Gordon, CFP®

Vice President - Financial Advisor

203-221-2521
Email |
Seamus Monschein bio photo

Seamus Monschein, CIMA®

Senior Vice President - Financial Advisor, Senior Portfolio Director Group

203-221-2505
Email |

Tina Silano

Senior Client Associate

203-221-2531

Gina Bonetti

Senior Registered Client Associate

203-221-2515

Thomas O'Connor

Registered Client Associate

203-221-2506

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