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The Totland Group

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Home
About
Resources & insights
RBC Wealth Management Online
Long-term care
Contact

Wealth Monitor newsletter

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

August 28, 2023

September 2023 - Wealth Monitor
July 25, 2023

August 2023 - Wealth Monitor
July 1, 2023

July 2023 - Wealth Monitor
June 1, 2023

June 2023 - Wealth Monitor
May 1, 2023

May 2023 - Wealth Monitor

DJ Totland, NMLS # 1624352, Greg Davidson, NMLS # 2442187, and Joseph Pellitteri, NMLS # 1634394 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.

, DJ Totland, NMLS # 1624352, Greg Davidson, NMLS # 2442187, and Joseph Pellitteri, NMLS # 1634394 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 additional advisor 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: 732-576-4627
Toll-Free: 1-888-758-1414

DJ Totland, AWM, CFP®, CIMA®, CPFA®

Managing Director - Branch Director,
Senior Portfolio Manager - Portfolio Focus

Phone: 732-576-4629

Greg Davidson, AWM, CPFA®

First Vice President - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus

Phone: 732-576-4610

Joseph Pellitteri

Senior Vice President - Financial Advisor

Phone: 732-576-4627