The Santangelo Group is dedicated to placing the needs and aspirations of their clients at the forefront of their financial advisory services. They prioritize listening over talking, recognizing that understanding the unique goals of each client is crucial in crafting a tailored wealth plan. By thoroughly engaging with clients, The Santangelo Group knows that they comprehend what truly matters, allowing them to design strategies that propel clients toward their fi nancial objectives.

Their ideal clients include individuals, families, multigenerational households, small businesses and endowments. This diverse clientele benefits immensely from the group’s commitment to customized service. Clients appreciate that The Santangelo Group invests the time to listen intently, as this deep understanding leads to enhanced quality of life and the pursuit of their goals.

What sets The Santangelo Group apart is their personalized approach to wealth management, designed to address both current financial needs and long-term aspirations. Their high-touch service model fosters regular communication, with each client typically receiving monthly check-ins. Whether the conversation revolves around market trends or personal interests, the team maintains an engaging dialogue that strengthens client relationships.

Clients also enjoy the advantageous combination of The Santangelo Group’s extensive resources through RBC Wealth Management with the intimate experience that their team provides. The team is comprised of highly qualified professionals, including a senior financial advisor with a Certified Investment Management Analyst® designation dedicated to investments and a junior financial advisor with a Certified Private Wealth Advisor® designation focused on wealth planning. Each financial advisor is also actively involved in addressing the everyday needs of clients, providing complete service.

What truly distinguishes The Santangelo Group in the marketplace is their global perspective, shaped by the team lead’s work experience in Europe and Asia. This background grants them a profound understanding of client emotions and humanity in wealth planning. By recognizing the deeper purpose behind their clients’ financial goals, they are equipped to create not only the plans that clients desire but also those that they genuinely need to achieve lasting success.

Helping you grow more than wealth

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

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Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »

Let's take the next step together

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

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2024.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2024
Fair Market Value Statement January 31 2024
1099 Tax Information Summary February 15, 2024
Income Summary (FYI Statement) February 29. 2024
REMIC Tax Information Summary March 15, 2024
1042-S April 1, 2024
Revised 1099 Tax Information Summary
(tax year 2023 - revision 1)
On or about March 15, 2024
Revised 1099 Tax Information Summary
(tax year 2023 - revision 2)
On or about April 5, 2024
5498 June 1, 2024
Revised 1099 Tax Information Summary
(tax years 2020 – 2023)
Monthly, beginning May 2024

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