Serving with loyalty & professionalism

As your financial advisor, I specialize in helping successful people like you preserve your wealth, and share it with the people and causes you care about most. I believe your ability to achieve important financial goals begins with a comprehensive wealth plan, and you benefit most from established, disciplined investment strategies delivered with a high level of service and integrity.

Investment philosophy

My mission is to understand your goals and aspirations, and focus on what’s important to you. By thoroughly understanding your financial needs, defining what is most important to you, and formulating strategies suited for those needs, I can create a wealth management plan to help you simplify your life and reach your goals.

Proud to be a national award-winning advisor

As a financial advisor, it is gratifying to be recognized as a leader in your industry, because it means you are serving your clients well. I am proud to be a recipient of the following prestigious awards.

  • Barron's Top 1,200 Advisors - 2019, 2018, 2017, 2016, 2015, 2014
  • Barron's Top 1,000 Advisors - 2013

A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.


About RBC Wealth Management

At RBC Wealth Management, we’ re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity, independence and reliability that allows you peace of mind.

Creating a lasting legacy

It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.

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Steven A Herzog


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