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Wealth Monitor Newsletter

The Wealth Monitor is our monthly newsletter that includes articles we feel would be of interest.

March 2020 Wealth Monitor

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November 2019 Wealth Monitor

DJ Totland, NMLS # 1624352 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, and DJ Totland, NMLS # 1624352 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read important disclosures.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

The Totland Group

Phone: 732-576-4629
Fax: 732-576-4601
Toll-Free: 877-758-5550

DJ Totland, AWM, CFP®, CIMA®

Senior Vice President - Branch Director,
Senior Portfolio Manager - Portfolio Focus
732-576-4629

Christopher Meyer, CFP®

Senior Financial Associate
732-576-4625

Christine LaSpina

Senior Investment Associate
732-576-4653

Address

Red Bank
328 Newman Springs Rd., Suite 380
Red Bank, NJ 07701
View on map

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Terms & conditions
Business continuity plan
Statement of Financial Condition

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