Connecting wealth with purpose

Welcome to The Etergino Group

Our business is much more than just money management. At its core, it is life management. To our clients, money represents more than just dollars; money represents security, opportunity, a means of helping their families, and a capacity to give philanthropically. As our clients express both their dreams and concerns about their lives, our mission — connecting wealth with purpose — underscores our commitment to aligning our clients' money with their life goals. Whatever your priorities, we will manage your wealth with them at the center so that you can live the life you want.

Helping women achieve financial independence amid market volatility

Ann Marie spoke with Barron’s about the importance of authenticity, how we advise our clients in volatile markets, and our focus on supporting women’s financial independence. Read the interview here.

Proud to be a national award-winning advisor

We are honored by these recognitions as they are a testament to the first-class service we deliver, our ability to understand what is most important to each client, and our strong track record of helping clients achieve their goals. The Etergino Group is very proud that Ann Marie Etergino has received the following prestigious awards:

  • Barron's Top 100 Women Financial Advisors Award - 2019, 2020, 2021, 2022, 2023
  • Barron's Top 1200 Financial Advisors Award – 2019, 2020, 2021, 2022, 2023
  • Forbes Top Women Wealth Advisors – 2019, 2020, 2021, 2022, 2023
  • Forbes Best-In-State Top Wealth Advisor – 2019, 2020, 2021, 2022, 2023
  • Washingtonian's Top Financial Advisor – 2019, 2020, 2021, 2022
  • Financial Times Top 400 Advisor List – 2019, 2020

Global Insight Monthly

Global Insight Monthly NovemberMarket overview: A new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read the Global Insight 2024 Outlook »

Furthering organizations' missions through investing

Read this recent article we wrote for American Society of Association Executives on how organizations can align their portfolios with their mission and pair purpose with profit.

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.

Connect with us

We would value the opportunity to learn more about your financial goals and how we can be of service to you.  Please feel free to connect us with family and friends as well.

The Etergino Group


We look forward to hearing from you.

Latest Insights

Global Insight 2024 Outlook Storm Clouds loom over field

Global Insight 2024 Outlook: Investing for a new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read more

How our clients are "connecting wealth with purpose"

Learn more about how our team’s mission statement guides action both in and out of the office.

How to plan for a successful wealth transfer

The Etergino Group and The Williams Group discussed the real reasons why family wealth is lost and the key factors that separate successful families from the rest.

For our latest thoughts on the markets, please see our Etergino Group Market Commentary page.

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