Let’s change the way you think about your financial life

Wealth planning is more than just balancing a portfolio. Wealth planning is building a future that supports the ambitions and aspirations we dream for ourselves and our family. The Core Group at RBC Wealth Management understands that passion.

As your financial advisor, we oversee your wealth, aligning your interests with our own to help you achieve what you envision for your destiny. We shoulder the details of managing your money, overseeing investments and protecting your assets, while also designing the path that gets you where you want to be.

We work with select clients, including families who want an advisor to help manage their estate, entrepreneurs who have built their own path, and those who have experienced divorce and want a guide to shepherd them through this next phase. We are always eager to hear your thoughts and share your enthusiasm for these next steps. We invite you to talk with us about how we can change the way you think about your financial life—and your future.

Pleased to serve you on both coasts

At The Core Group we are proud to be a bi-coastal team serving clients out of both the Boston and Century City offices. We invite you to contact us to set up a meeting in one of our convenient locations:

Century City

1901 Avenue of the Stars, Suite 1400
Century City, CA 90067

Boston

53 State Street, Suite 3600
Boston, MA 02109

 

Proud to be work with nationally recognized teammates

As a wealth management team, it is gratifying to have our team members recognized with industry awards because it means we are serving our clients well. We are very proud to have received the following prestigious awards.

  • Alex Sugar - Forbes Best-In-State Wealth Advisor - 2019, 2020, 2021, 2022
  • Alex Sugar  - Financial Times Top 400 Financial Advisor - 2019, 2020
  • Graham O'Kelly - Forbes Best-In-State Wealth Advisor - 2021, 2022
  • Grant DeVaul  - Forbes Best-In-State Wealth Advisor - 2022

Let's take the next step together

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

Latest Insights

Summer events shaping the outlook for the UK and Europe

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

Read more

The Core Group

Alex Sugar, CFP®

Managing Director - Private Wealth Advisor, Institutional Consulting Group

Graham O'Kelly, CFA

Senior Vice President - Private Wealth Advisor

Grant DeVaul

Senior Vice President - Private Wealth Advisor, Senior Portfolio Manager - Portfolio Focus

Alex Davis

First Vice President - Private Wealth Advisor, Senior Portfolio Manager - Portfolio Focus

Taylor Biehn

Financial Advisor - Private Wealth Advisor

Greg Kelley

Financial Advisor - Private Wealth Advisor

Tricia Gallagher

Associate Vice President, Associate, Business Senior

Sheila Golden

Senior Registered Client Associate

Annie Tse

Investment Associate

Lindsey Caputa

Registered Client Associate