Stephen A. Stapp

Focusing on generational wealth

Value statement

As an experienced wealth management professional, I will work with you to develop strategies and personalized solutions to help you accumulate, protect and transfer wealth. I specialize in fixed income with a focus of providing consistent retirement income while creating generational wealth strategies for clients. My goal is to help create peace of mind through financial security for individuals and their families.

Investment philosophy

Today, more than ever, investors of significant means deserve unique expertise, individual attention. I am committed to listening to every client, assessing their concerns and developing a clear, actionable plan for ensuring that all of their assets are working toward helping them achieve what matters most. Whether you need to build wealth for the future, protect it for the next generation or plan a giving strategy for the people and causes that mean so much, I am well positioned with advice and solutions that look beyond investing. My priority is helping clients meet all of their goals.

A reputation of trust

At RBC Wealth Management, we're proud to have earned a reputation for individual integrity, corporate responsibility and overall fiscal stewardship. There are thousands of investment firms to choose from out there, but investors pick us as much for their confidence in our strength and stability as for the comprehensive approach to wealth management and world-class investment solutions we offer. We look forward to earning your trust.

The biggest compliment I can receive is to be referred to one of your associates or friends. If you know someone that could benefit from my services, please send them my website or invite them to learn more about me.

Gain valuable insights with RBC WealthPlan

Having a solid plan in place is key to achieving your goals. That’s why I’m pleased to offer my clients RBC WealthPlan, a new interactive tool that will help us take an in-depth look at your objectives, any potential challenges, and how your choices may affect your long-term results. Learn how we can prepare for the future you want with RBC WealthPlan and contact me today to get started.

Let's take the next step together

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