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

Global Insight 2020 Outlook

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.

 

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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Contact

Steven A Herzog

713-853-0818
steven.a.herzog@rbc.com

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