Senior Vice President - Financial Advisor, Consulting Group
Raising the U.S. debt limit has been a regular occurrence but striking a deal has often been an arduous task. We explain why this round of negotiations looks particularly tough.
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I provide customized wealth management solutions to high net worth individuals and their families. I accomplish this by taking the time to understand each client’s unique financial needs and long term goals. This creates a plan which helps provide clients with peace of mind and financial security.
I recommend an investment strategy to my client that identifies the proper mix of investments based upon their individual risk tolerance, time horizon and financial goals. I closely monitor the investments within their portfolio to determine if adjustments should be made based on changing market conditions or personal needs. It is my goal to create a portfolio that meets the client’s objectives with the minimum amount of risk.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Recent headlines on debt ceiling negotiations indicate significant progress towards a deal, but with major unresolved issues.
