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.

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 - 2017, 2018, 2019, 2020
  • Financial Times Top 400 Advisor List – 2017, 2018, 2019, 2020
  • Barron's Top 1200 Financial Advisors Award – 2017, 2018, 2019, 2020, 2021
  • Forbes America’s Top Women Wealth Advisors – 2017, 2018, 2019, 2020, 2021
  • Forbes/SHOOK Best-In-State Top Wealth Advisor – 2018, 2019, 2020, 2021
  • Washingtonian's Top Money Advisor – January 2018, 2019, 2020, 2021


HealthTech: Healing health care’s ailments

With bloated costs and gaps in access to quality services, the traditional health care model is plagued by its own chronic conditions. But at the intersection of health care and technology, we’re seeing the development of a remedy for what ails health care. We look at the change that is afoot and what it means for the investment landscape. Read the full economic outlook in the latest edition of Global Insight.

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

Can the Financials sector keep the rally going?

Optimism over the post-pandemic recovery has fueled the Financials sector’s heady rally. We see a number of catalysts that can push the sector higher.

Read more

Explore Prosper•US

Take a look behind the scenes at the culture, leadership and day-to-day life at RBC Wealth Management in our latest issue of Prosper•US magazine. Designed for women who advise, plan, spend, save and give, this RBC publication is full of inspiration and practical tips for women in the industry. Read the Spring 2021 edition.

ESG and the new viability

Read the latest article by Advisor Magazine interviewing Ann Marie Etergino as she shares her insights and philosophy about ESG and the markets. 

Investing for racial diversity

Confident woman looking directly at camera

The Etergino Group has worked with clients to specifically address racial inclusion and diversity by investing with women- and minority-owned asset managers. Read more >

For our latest thoughts on the markets, please see this week's The Etergino Group Weekly Market Commentary.

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