Service offerings

We are delighted that you are considering engaging with our team in a wealth management capacity. We believe earning your trust comes from understanding what we do. Our in-depth understanding of you and your family allows us to take a comprehensive approach and provide customized strategies to help achieve what is important to you. We would like to take this opportunity to provide you with an overview of the services that we offer:

  • Concierge-level client service model
    • 24/7 access to team members
  • Personalized RBC WealthPlan creation and yearly review with one of our credentialed CERTIFIED FINANCIAL PLANNER™ professionals
    • Multigenerational wealth planning
    • Retirement income planning and Social Security maximization
    • Health care and long-term care expense analysis
    • Wealth transfer and philanthropy advice
    • Estate planning services and trust guidance
  • Portfolio construction
    • Disciplined and rigorous investment process that consists of tailored solutions oriented toward our clients’ goals and needs
    • The experience of one Certified Investment Management Analyst® professional
    • Emphasis on risk management, capital preservation and an absolute return philosophy
  • Monthly portfolio performance and risk assessment package
  • Quarterly, in-depth, market and portfolio reviews (in person at least once per year)
  • Portfolio education for assets held away, such as 401(k), employer pension accounts, etc.
  • Access to professional services in coordination with your advisory team (CPA, attorney, etc.)
  • Banking services: checking, ATM fee reimbursement, VISA, bill pay, unlimited wires, unlimited electronic funds transfer, outside account aggregation tool
  • Asset management capabilities on both sides of the balance sheet, including liability origination and management
  • We limit the number of clients we engage to help ensure exceptional service

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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 contact us form.

*Required fields