Wealth management services

By gaining a deep understanding of you, your family and your goals, we look to achieve custom solutions for your life. To accomplish this, we have access to a team of experts that are dedicated to finding solutions to even the most sophisticated situations. These experts include specialists from the following areas:
 

Investment management

By combining both traditional and alternative investments we can tailor investment solutions appropriately to your needs.
  • Equity & Fixed Income Securities
  • Real Estate
  • Professional Money Management
  • Discretionary Management
  • Mutual Funds
  • Other Alternative Investments
  • Hedge Funds
  • Tax Managed Investing
  • Private Equity                                      

Retirement & lifestyle planning

Whether you are accumulating assets, nearing retirement, or have just transitioned into the next phase of your life we look to establish a plan that helps you live the lifestyle you envision.
  • Retirement and Financial Planning        
  • Income Generation                               
  • Asset Protection
  • Employee Stock Option Analysis and Strategies
  • Pension and Retirement Plan Solutions for Your Business
  • Liability Management
  • Preparing for a Major Purchase

Estate planning and philanthropy

Working with your legal and tax advisors, we can help you incorporate your financial assets into your particular estate and gifting plans.
  • Revocable and Irrevocable Trusts
  • Generation Skipping Transfer Trusts
  • Lifetime Gifting & Wealth Transfer
  • Foundations and Donor Advised Funds

 

 
Disclosures

Investing in alternative investments is speculative, not suitable for all clients, and intended for experienced and sophisticated investors who are willing to bear the high economic risks of the investment.

International investing involves risks not typically associated with U.S. investing, including currency fluctuation, foreign taxation, political instability and different accounting standards.

Robert Boland, NMLS # 1662384, and Bradford D. Bolletino, NMLS # 2499998 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.