Comprehensive wealth management

The Hershey-Fitzsimmons Group serves as the central figure to strategically manage the four key areas of financial wealth: accumulation, protection, converting, and ultimately, transferring. When you and your family partner with our Team, you receive a customized wealth management plan that extends beyond the allocation of your assets. Our team of specialists is extremely skilled in generating wealth, preserving capital, liability management, creating lifetime income streams, and tax efficient transfer of assets. We have a disciplined wealth management planning and investment process that is designed to optimize returns while minimizing risks. We work closely with our clients’ legal and tax advisors to effectively implement a holistic approach to wealth management. Our team also works with the children and grandchildren of affluent clients to encourage the responsible management and stewardship of inherited wealth, creating multi-generational family legacies. Experience has taught us that while monetary wealth is very important, money isn’t the central issue in our clients’ lives, it is a means to numerous ends. Our expertise allows our clients to know that their financial affairs are in order so that they can focus on living the life that they deserve.

All of these services are included in the comprehensive fee-based approach we take to investment consulting. Our fee-only investment advice further aligns our interests with those of our clients. We find our consulting services are best utilized by individuals, families, and organizations with investible assets exceeding $1 million.

Our Wealth Management Process Includes:

  • Understanding Your Financial Objectives
  • Gathering Current Financial Information
  • Developing Smart, Time-Tested Wealth Strategies (Analysis)
  • Implementing Thoughtful and Creative Solutions
  • Providing Timely, Ongoing Service

The benefits of a primary advisor

We recognize that you have established many meaningful relationships over the years, both personal and professional. We integrate ourselves into your existing financial network by working with your CPA, Attorney, Trust Officer, and other professionals external to RBC Wealth Management. We understand that evaluating the counsel of several individuals is daunting; we will act as your principal relationship manager, pulling together each of your outside resources. This ensures consistency and that your wealth management strategy corresponds to your other financial needs.

In addition to working with your network of external professionals, we also have access to an internal network of world-class experts. As a Team, we will work with you to identify and prioritize your short- and long-term financial needs. As your Primary Advisor, we are your advocate, connecting you to the right people and resources.

Wealth management professionals

The wealth management professionals serve as a resource to RBC Wealth Management® financial advisors. They develop a stronger understanding of your personal financial objectives, gather valuable information and support complex financial and wealth strategies issues for the clients of RBC Wealth Management.

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Cathy Walker

Trust Consultant


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Brian Tavano

Wealth Management Consultant


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Mike Berens

Wealth Management Consultant


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Liz Jacovino, CFP®, CTFA

Wealth Strategist


City National Bank banking advisor

City National Bank banking advisors serve as a resource to RBC Wealth Management financial advisors. Together, we gather valuable information and develop a stronger understanding of your financial objectives to support a comprehensive wealth strategy. 

CNB MEMBER FDIC cnb.com Equal Housing Lender, NMLSR #536994

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Kevin Battle

Vice President – Senior Banking Advisor