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

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

Latest Insights

Building on a narrow base

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.

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