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 - 2017, 2018, 2019, 2020, 2021, 2022
  • Financial Times Top 400 Advisor List – 2017, 2018, 2019, 2020, 2021
  • Barron's Top 1200 Financial Advisors Award – 2017, 2018, 2019, 2020, 2021, 2022
  • Forbes America’s Top Women Wealth Advisors – 2017, 2018, 2019, 2020, 2021, 2022
  • Forbes/SHOOK Best-In-State Top Wealth Advisor – 2018, 2019, 2020, 2021, 2022
  • Washingtonian's Top Financial Advisor – 2018, 2019, 2020, 2021, 2022

Global Insights 2023 Outlook Cover December 2022Slow growth stasis?

The developed world faces a long stretch of slow growth. We look at the reasons for the downshift, and how it could impact equity investing. Read the full economic outlook in the latest edition of Global Insight Monthly

ESG for Associations

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.

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. 

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.

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.

Latest Insights

Looking up at high rise buildings

Do U.S. corporate earnings signal slow growth in 2023?

Amid economic uncertainties, we look at potential downside risks—and why a constructive outlook may be warranted.

Read more

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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