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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If you have wealth to pass on to your heirs and you’ve not had a conversation about it, you’re not alone. Most haven’t. See our new wealth transfer planning guide and ask me for guidance so that your intentions and values become known. https://docs.rbcwealthmanagement.com/us/68786-wealth-insights-wealth-transfer-guide.pdf

RBC Wealth Management research found that heirs want to be good stewards of family wealth. The vast majority of those expecting to receive an inheritance intend to respect the wishes of those who leave it. Want help doing so, let’s chat!

A significant wealth transfer is underway in the U.S. as baby boomers pass along their financial assets to the next generation. Are you fully prepared to give or receive an inheritance? I can help you and your family make plans and communicate. Call me.

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

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Nothing new about September slides for stock markets

Equity investors have long dreaded September. But we provide some context as to why stocks tend to sag in the month and explain why investors should keep their eye on the long-term ball when it comes to portfolio positioning.

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