Helping you grow more than wealth

How am I different?

The cornerstone of my client relationships is my ongoing commitment to provide behavioral coaching and structured communication throughout their journey to financial success.  In doing so, I help individuals and families to craft and follow personalized wealth management plans that are designed to achieve their long term financial goals. 

In my practice I have placed an emphasis on helping families on a multi-generational basis.  I help them navigate the challenges unique to each generation: preparing for and enjoying retirement, protecting their family, navigating financially after the loss of a spouse, transferring wealth to future generations.  I strive to be a primary resource to those in the Sandwich Generation who find themselves assisting aging parents while still raising a family.  Through experience, training and a passion for financial well being, I help my clients obtain the peace of mind they deserve.

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What your age says about your retirement.

Here’s what happens in America when you retire at 50 vs 55 vs 60 vs 67. The timing radically impacts how much income you can produce

Retire at 50 or 65? Make sure to compare the financial trade-offs, from savings requirements to healthcare costs and Social Security benefits. Which timeline fits your dream retirement? #RetirementPlanning #EarlyRetirement #PersonalFinance

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If someone you know has conservative spending habits, radiates calmness and confidence, or even works multiple jobs, they might be wealthier than they look.

10 Subtle Signs Someone Is Wealthier Than They Look - Money Digest

Wealth isn't always about flashy cars or designer labels. This article highlights subtle signs of hidden wealth such as strategic saving, quiet investments, and living below one's means. True financial success often comes from smart, understated habits. #WealthMindset #PersonalFinance

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The majority of NextGen heirs say receiving an inheritance would prompt them to think about their own legacy and long-term goals, like spending more time with family and giving to philanthropic causes. Let’s talk about how I can help you plan your legacy.

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Theresa and Jennifer

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Latest Insights

Narrow path

The “Great Narrowing”: S&P 500 concentration

Over the past decade, the S&P 500, which has historically been viewed as a balanced cross-section of the U.S. economy, has slowly transformed into a tech- and AI-dominated index. We believe this “Great Narrowing” should be top of mind for investors.

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