Let us help you grow more than wealth


Value statement

To provide personalized investment strategies consistent with the risk tolerances, life goals, and long-term objectives of our clients.

Our vision

At The Tailored Portfolio Management Group at RBC Wealth Management, we recognize that no two investors are alike. That is why we consult one-on-one with our clients — so that we may evaluate and understand their unique circumstances, goals, and aspirations. The result is a personalized investment portfolio designed specifically to meet each client’s needs. Every team member combines experience, knowledge, and dedication with the extensive breadth of services offered by RBC Wealth Management to build strong client relationships.


A new phase

The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.

Proud to be a national award-winning advisor

At The Tailored Portfolio Management Group we are very proud that Financial Advisor Donald L Schwarz received the following awards:

  • 2017 and 2018 Financial Times Top 400 Financial Advisor
  • 2019 Forbes/SHOOK Best-In-State Wealth Advisor

 It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well.


Congratulations, Donald


Enjoy the benefits of paperless delivery

Paperless delivery of your account documents is convenient, complimentary—and secure. Consider the many benefits:

  • Receive documents sooner
  • Streamline your recordkeeping
  • Conserve natural resources
  • Access your information anywhere

To get started, sign in to your personal accounts in the upper left-hand corner of my site, and click on the Go Paperless! link in the In The Spotlight section of the homepage to get started.  Please contact me if you have questions, or call 1-800-933-9946 for technical assistance.


Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

Learn more about The Tailored Portfolio Management Group.


 

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