Connecting wealth with purpose


COVID-19 preparedness

At RBC Wealth Management, the health and safety of our clients and employees is our top priority. We are closely monitoring COVID-19 and its potential impact on our business activities globally. We are taking various precautionary measures to minimize the COVID-19 risk in our offices. Learn how we're prepared.

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

 

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.

What sets us apart

America is reopening, state by state. That’s welcome news for many businesses, but we’re far from business as usual. Last week’s economic news included unemployment hitting an 80-year high, a record drop in retail sales (-16.4 percent), and an unprecedented decline in industrial production (-11.2 percent). Continue reading The Markets.  For our previous market commentary pieces, please view our archive.

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