Wealth managed to a higher standard

Our clients do not want to lose money, plain and simple. We deliberately apply a conservative investment methodology to help extend the wealth and legacy of our clients. We understand that no two families are alike, so we approach each situation with a blank canvas and tailor a customized solution.

We take a plan first, invest second approach to financial planning, devoting as much time as necessary to understand each client’s situation, goals and risk tolerance. We then establish a wealth forecast, plan and investment strategy to guide our asset allocation and investment selection process. We always strive to see that our clients are educated and have a full understanding of our investment philosophy before any decisions are made or action is taken.

Our team approach to investment management includes a rigorous due diligence process to evaluate investments. We meticulously review our investment selections and strategies, as well as utilize the deep investment research resources of RBC Wealth Management and other preeminent research firms.

“ We have three rules for investing. Number one—Protect the clients’ assets. For number two and three, refer to number one. We know what our clients want.” – Richard DiChiaro