<iframe src="//www.googletagmanager.com/ns.html?id=GTM-PFR3SFR" height="0" width="0" style="display:none;visibility:hidden">
  • rbcwealthmanagement.com
  • Important information
  • Sign in
RBC Wealth Management
  • Home
  • About us
    • About our team
      • The RBC Wealth Management difference
      • Transfer Accounts
      • Insights
      • Contact
      • RBC Wealth Management
        • rbcwealthmanagement.com
      • Sign in Important information
      • Home
      • About us
        • About our team
      • The RBC Wealth Management difference
      • Transfer Accounts
      • Insights
      • Contact

      Insights

      Young couple meeting with financial advisor

      Ten key discussion points for your mid-year review

       Jun 28, 2024 |Angie O'Leary

      A mid-year review can be a perfect time to reassess and adjust your financial strategy.

      Read more

      Categories

      • Analysis
      • Wealth planning
      • Values in action

      Archives

      • December 2025
      • November 2025
      • October 2025
      • September 2025
      • August 2025
      • July 2025
      • June 2025
      • May 2025
      • April 2025
      • March 2025
      • February 2025
      • January 2025
      • December 2024
      • October 2024
      • June 2024

      Jeffrey Schmitt, NMLS # 1920475, and William Evancho, NMLS # 1920477 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

      Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

      , Jeffrey Schmitt, NMLS # 1920475, and William Evancho, NMLS # 1920477 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

      Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

      , Jeffrey Schmitt, NMLS # 1920475, and William Evancho, NMLS # 1920477 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

      Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

      Read additional advisor disclosures.

      Obtain more information about this financial advisor on FINRA's BrokerCheck website

      Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

      Contact information

      The Schmitt Evancho Wealth Management Group

      Phone: 724-933-4440

      Jeffrey Schmitt, CRPC®

      Senior Vice President - Financial Advisor,
      Portfolio Director

      Phone: 724-933-4450
      Cell: 412-215-4161

      William Evancho, CFP®, CRPC®

      Senior Vice President - Financial Advisor,
      Senior Portfolio Director

      Phone: 724-933-4451
      Cell: 603-241-1088

      Amanda Recktenwald, CRPC®

      Senior Registered Client Associate

      Phone: 724-933-4440
      Cell: 412-779-7554

      Address
      Pittsburgh North
      1605 Carmody Court
      Sewickley, PA 15143
      View on map
      Privacy & Legal
      • Privacy & security
      • Legal & disclosures
      • Terms & conditions
      • Business continuity plan
      • Statement of Financial Condition
      • Advertising and cookies
      Royal Bank of Canada Website, © 2009-2025
      © 2025 RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE / FINRA / SIPC
      Back to top