Unlock the potential of your wealth

During my years as a financial advisor, I’ve learned that while every client has a distinct set of needs and goals, one thing is constant: as their level of success increases, so does the complexity of their financial situation.

That’s why my team and I specialize in unwinding even the most tangled financial webs—because we want to help you focus on enjoying your wealth rather than worrying about it. We invite you to view the video below to learn more and contact us today to discuss how we can help you unlock the potential of your wealth.

Thomas Smith named a Forbes Best-in-State Top Wealth Advisor for the 5th consecutive year

I am very proud that I have been named a Forbes Best-in-State Top Wealth Advisors in 2019, 2020, 2021, 2022 and 2023. I was also named an AdvisorHub Advisor to Watch in 2022 and 2023. It’s an honor to have been nationally recognized as one of the best in the industry—because it means I am serving my clients well.

Create your retirement paycheck

A personalized retirement income plan can give you confidence and clarity by identifying your assets and available sources of income - along with their tax implications - to help create a secure retirement paycheck. In this Wealth Insights guide we’ll help you create your personalized retirement paycheck.

Download the RBC Retirement Paycheck Wealth Insights guide

Global Insight Monthly

The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

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.