Strengthening your financial security

Our mission

As multi-generational wealth managers, over the past 30+ years we have experienced so many changes that have affected the markets and our lives. However at our core one thing has remained constant, our role as stewards of our clients' hard earned wealth.

Our team has been focused on designing and maintaining custom tailored strategies based on our client’s specific goals. Over the years we have been aided by many new technological enhancements that allow us to improve upon this offering. By working closely with our team and the tremendous resources at our disposal we are able to build strategies that have weathered varying market conditions. As a testament to our work we have been fortunate in several cases to manage and transfer wealth across four generations. We hold these relationships as very dear and care deeply about our clientele.

As our clients' Financial Advisors, we work very hard to ascertain each individual’s specific needs and concerns. By building a dynamic inventory of their assets and liabilities we are able to tailor a portfolio specified to their situation. We then review, adjust and test the model whenever a major life decision needs to be made. By staying ahead of this rapidly changing world we live in we are able to provide clear and ongoing communications to our clients.

We work hard to be “translators” of the vast amounts of information that our clients are bombarded with daily. Our team focuses on distilling all of the information down to what is necessary and helping to block out the noise.

As a team we strive to give our clientele peace of mind so that they may enjoy their families and their lives with less worry.

Proud of our nationally recognized advisor

RBC Wealth Management is pleased to announce that Gregg Auerbach, Senior Vice President – Financial Advisor, Senior Consulting Group, has earned the Certified Portfolio Manager (CPM®) title from the Academy of Certified Portfolio Managers (ACPM). Gregg completed the CPM® program, which included extensive coursework and examination, followed by a five-day seminar at Columbia University led by internationally recognized professors. Gregg is among over 350 individuals who attained this certification, establishing himself as a forerunner in portfolio management. Congratulations Gregg!

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Let's take the next step together

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets. Contact us today to learn more.
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Disclosures

Past performance is no guarantee of future results.

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.

Gregg Auerbach is currently registered to conduct business with residents of the following states: CA, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, NC, NJ, NM, NY, PA, SC, TN, TX, VA, WY.

Gregg Auerbach, NMLS # 1559186, and Ian Auerbach, NMLS # 1563975 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.

Ian Auerbach is currently registered to conduct business with residents of the following states: CA, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, NC, NJ, NM, NY, PA, SC, TN, TX, VA, WY. California Insurance License # 0E13314.