South Lake Union Investment Group

Value Statement

The South Lake Union Investment Group acts as trusted financial advisors to individuals, families, and businesses to help them achieve their life dreams and financial goals.

Our role is to guide you through the entirety of your financial journey, whether it be a singular goal or a commitment that spans generations. We work with you to create a customized investment plan to meet your desired needs. The plan is developed on your dreams, goals, values and risk tolerance. We continually review your plan to ensure it is both accurate and relevant and recommend changes as needed.

By utilizing our combined 100 years of financial experience and RBC Wealth Management’s strength and breadth in financial services, you will find your relationship with us extends far beyond your portfolio.

<p>The 2025 Forbes "America’s Top Women Wealth Advisors" and "Top Women Wealth Advisors Best-In-State" award was announced February 2025. Data as of 9/30/2024. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information: <a href="http://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.</p>

<p>The 2025 Forbes “Best-In-State Wealth Advisors” award was announced April 2025. Data as of 6/30/2024. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each advisor’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information go to: www.SHOOKresearch.com.</p>

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May 7, 2025

Trend & cycle roadmap
June 1, 2023

Global insight weekly
July 10, 2023

Investor's Edge
October 30, 2024

Trend & cycle: The long view

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Value Statement

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Proud to be national award-winning advisors

David Moskovitz, CFP®

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