The Pittsfield, MA office of RBC Wealth Management is open Monday through Friday from 8:30 a.m. until 4:30 p.m., except for holidays. We encourage you to schedule appointments in advance. We will contact you to schedule your regular portfolio reviews at a time that is convenient for you.
The frequency of client meetings will vary depending on your needs and desires for communication. We recommend that we establish a routine of at least annual, semiannual, or quarterly portfolio reviews. As your investment needs change, please let us know immediately so we can adjust your investment plan to reflect those changes.
Serving your needs
Keeping you well informed and educated about your investment portfolio is something we take seriously. If you think of anything we could do to further elevate the service you experience, please let us know. Your feedback is invaluable. The best compliment we can earn from you is a referral to your family, friends, or colleagues.