Legacy Oak Wealth Management - RBC Wealth Management

Strengthening your financial security

Value Statement

We are committed to making a powerful difference in my clients' lives and helping them make their personal, family and business dreams a reality. The trust and confidence of our clients is our most treasured asset. We strive to help our clients grow, manage and protect their assets. We use our knowledge of the financial markets to assist clients with making prudent decisions for long-term financial success.

What retirement investors need to know about regulatory reform

The Department of Labor (DOL) fiduciary rule is now effective. Learn more about the rule and RBC Wealth Management’s long-term commitment to putting the interests of clients first, as well as preserving choice regarding investments and how to pay for services. Please contact me today to discuss your retirement goals.

Global Insight Monthly

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

Latest Insights

What you can do to avoid tax surprises every year

Tips to help prevent an unexpected bill during tax season—and strategies to consider if you receive one.

Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, contact me.

Meet the team

Learn more about Legacy Oak Wealth Management.

Sorry we couldn't submit this form at this time. Please try again later.

Let's start the conversation

Thank you!
Thank you for providing the requested information.

Please fill in all the mandatory fields. To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this form.

First name is a required field.