The Process We Follow

Over the years we’ve worked with hundreds of clients and believe that the process outlined below is a good approach to pursue.

Understanding what’s important to you and your family - We start all of our relationships with wealth management planning, defining where you stand today and what your goals and concerns are for the future. We’ll explore areas like retirement, income needs, risk tolerance, estate and trusts reviews, among other topics. We’ll identify core issues which need to be addressed and make recommendations to provide you a good road map for success.

Helping you implement your plan – During this step, we will assist you in following up on the plan recommendations. This may include working with professionals, like your CPA or attorney, to create trusts, qualified plans or other services you may need.  We will invest and manage your assets in a diversified portfolio.

Providing ongoing stewardship– Markets, events, and your personal circumstances will inevitably change, so we will monitor your portfolio daily, and on occasion revisit your wealth management plan to make sure you’re on the right path.


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.

person

Van Pate

Wealth Strategist


person

Matt Kirby

Credit Solutions Consultant


person

Tom Nagle

Trust Consultant


person

David Brown

Wealth Planning Consultant