We provide a world-class and consistent client experience by combining each team member's unique area of expertise with the broader resources of RBC Wealth Management. Many times we find that what investors want and need is very different from what they actually have. Our job is to make sure that what our clients want, need, and have are one and the same. We help our clients do three things and expect one in return.
We help them:
In return we expect:
Thank you for taking the time to visit our website! Our website has been designed to introduce you to The JMS Group, which is comprised of Financial Advisors, Jim Renn, Scott Heck, and Investment Associate, Melissa Mergen. You will also be introduced to our wealth management practice as well as useful tools and resources that will allow you to become more comfortable with your wealth management plan in a complex and ever changing investment world. We encourage you to explore this website and contact us to discuss whether our disciplined wealth management process is right for you, your family, foundation, endowment or small business. We have expertise in wealth management strategy and planning, investment management & analysis, risk management through insurance.
RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.
Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.
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Did you know this about money management? If you want to take advantage of the rapid growth of artificial intelligence and invest in AI technology, we can help. Contact me to learn more.
Did you know this about money management? If you’re interested in sustainable investing, we’re experienced in helping align your investments with your values. Contact me to learn more.
Did you know this about money management? Back-to-school season is a great time to help educate the youth in your life on finances. Contact me for age-appropriate toolkits.
Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.
Here are five strategies to help high-net-worth individuals navigate required minimum distributions and protect their financial legacy.