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, 2021
  • Financial Times Top 400 Advisor List – 2017, 2018, 2109, 2020, 2021
  • 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

U.S. recession scorecard update

In our view, an equity investor’s principal focus should be on the U.S. economy—the world’s largest and the one that sets the rhythm and tone for much of the developed world. A U.S. recession has usually been bad news for other economies and equity markets. Every U.S. recession has been associated with a bear market for U.S. stocks—and for most other equity markets. 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

Are markets playing catch-up to the Fed?

Despite fears of a more aggressive Fed in the face of persistent inflation, it could actually mean better economic outcomes over the long run.

Read more

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. 

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

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