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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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.

Family values regarding finances matter and, perhaps surprisingly, are important across the generations. A recent RBC Wealth Management survey found there’s not a generation gap! Message me to learn more.

Investment fraud remains the costliest type of crime tracked by the FBI’s Internet Crimes Complaint Center. Boost your knowledge during Fraud Prevention Month to help protect yourself from scams. https://docs.rbcwealthmanagement.com/us/0433-fraud-scam-recovery-guide.pdf

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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Gold’s regime change?

The longstanding inverse relationship between gold and real interest rates seems to have broken down, suggesting new forces—central bank buying, geopolitical uncertainty, and portfolio diversification—have a larger role in driving demand.

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