The Saugatuck Group

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About us
RBC WealthPlan
Market commentary
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Business owner financial services
Events
Contact

Proud to work with a nationally recognized teammate

We are very proud that Financial Advisor Ali Girardi was named to the 2026 Investment News $100M Club: Top Female Advisors ranking! It's an honor to have a teammate recognized as one of the best in the industry — because it means we are serving our clients well. Congratulations, Ali!

<p>The 2026 InvestmentNews “$100M Club: Top Female Advisors” award was announced June 2026. To be eligible, nominees had to be female advisors with a minimum of $100 million in individual assets under management as of 12/31/2025. All nominee information was verified by their compliance teams before acceptance. Final rankings were determined by a weighted formula based on overall AUM, AUM growth, and client growth between 1/1/2025 and 12/31/2025. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not elevate the quality of services provided to clients and is not indicative of the advisor’s future performance.</p>

Let us help you grow more than wealth

Value statement

Our goal is to preserve our clients existing capital and continue to grow it in a prudent manner. We do this by developing solutions tailored to their personal situations and understanding every facet of their financial life.

Approach to wealth management

We begin by taking a financial history and a current evaluation of the client. Every aspect of the client’s financial picture is interrelated, including their investment portfolios, estate planning goals, their charitable intent, insurance needs and retirement planning. We then tailor solutions that offer our clients the highest probability of accomplishing their goals. We continuously reevaluate these issues so that our clients can maintain and grow the assets they have.

Discover your Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC Wealth Management accounts - along with your accounts at other financial institutions you choose to add-all in one convenient place.

Global Insight Monthly

Global Equity: Push & Pull

A more complicated picture for the next stages of AI development and renewed geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Latest Insights

Global equity: Push and pull

Aug 06, 2026 | Jim Allworth

A more complicated picture for the next stages of AI development and renewed geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

Bulletin Board

June 1, 2023

Global Insight Weekly
August 10, 2026

Market week
April 29, 2026

Investor's Edge
August 6, 2026

Global insight monthly
July 1, 2026

Retirement Plan Update
July 26, 2022

Business owner solutions: What to consider if you own a business

Business owners

May 20, 2022

Top 10 reasons for business valuation
May 20, 2022

An innovative approach to business valuations
October 22, 2025

ESOP 101: How Employee Stock Ownership Plans can provide a tax-advantaged exit for business owners

Patrick Morrow is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, VT, WA, WV. California Insurance License # 4314459.

Steven Gordon, NMLS # 1860266, Ali Girardi, NMLS # 175901, and Richard Smalley, NMLS # 175731 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.

Seamus Monschein is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, CT, DC, DE, FL, IL, MA, MD, MI, MN, NC, NJ, NM, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WI.

, Steven Gordon, NMLS # 1860266, Ali Girardi, NMLS # 175901, and Richard Smalley, NMLS # 175731 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.

Steven Gordon is currently registered to conduct business with residents of the following states: CA, CO, CT, DC, DE, FL, GA, IL, MD, MN, NC, NJ, NM, NY, PA, SC, TN, VA, VT.

, Steven Gordon, NMLS # 1860266, Ali Girardi, NMLS # 175901, and Richard Smalley, NMLS # 175731 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.

Ali Girardi is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, ME, MI, MO, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TX, VA, VT, WV.

, Steven Gordon, NMLS # 1860266, Ali Girardi, NMLS # 175901, and Richard Smalley, NMLS # 175731 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.

Richard Smalley is currently registered to conduct business with residents of the following states: AZ, CA, CT, DC, FL, MA, MD, NJ, NV, NY, OR, PA, RI, SC, VA, VT. California Insurance License # 4168678.

, Steven Gordon, NMLS # 1860266, Ali Girardi, NMLS # 175901, and Richard Smalley, NMLS # 175731 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 Saugatuck Group

Phone: 203-221-2530

Patrick Morrow, C(k)P®, CPFA™, CRPS®

Senior Vice President - Branch Director,
Senior Portfolio Manager

Phone: 203-221-2530
Cell: 203-505-0261

Seamus Monschein, CIMA®, MBA

Senior Vice President - Financial Advisor,
Senior Portfolio Director

Phone: 203-221-2505
Cell: 475-289-0486

Steven Gordon, CFP®

Vice President - Financial Advisor

Phone: 203-221-2521
Cell: 203-505-0098