The Micera-Kay Investment Group - RBC Wealth Management

Our consultative wealth management approach

The Micera-Kay Investment Group will work closely with you to offer a set of personalized solutions designed to help you accumulate, protect, distribute, and transfer your wealth. Each plan is based on a client’s unique objectives and circumstances, including tax efficiency, time horizons, and risk tolerance. Their flexible approach will accommodate your unique situation.

Establish - They begin by understanding your goals, objectives, time horizon, and tolerance for risk.
Evaluate - The team conducts a comprehensive review of your situation, taking into account the financial and personal information you provide, in order to match your objectives with a sound strategy.
Recommend - Upon completing their review, they develop customized solutions tailored to your goals and objectives, drawing from a wide selection of world-class products and services.
Implement - They select professional money managers, equities, and fixed-income products to implement your investment strategy.
Providing Timely, Ongoing Service — We review your situation to help see your financial objectives are being met.

Your core wealth management team

The Micera-Kay Investment Group believes an effective wealth management plan involves the coordinated efforts of multiple professionals including your private banker, CPA, attorney, trust officer, money mangers, and other professional advisors.

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Dan Sullivan

Wealth Strategist

Dan serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Dan partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Steve Vitale

Wealth Management Consultant

Steve spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. He is part of a multi-disciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Steve works diligently to address clients’ unique situations.