Helping you grow more than wealth

Our team, Chu, Phillips & Associates, helps build, maintain and administer wealth for clients so they may achieve their financial objectives.

With both senior partners holding CERTIFIED FINANCIAL PLANNER™ certificates, we are able to have meaningful planning conversations and often provide solutions pertaining to, but not limited to, budgeting, cash-flow management, retirement, mortgages and debt products, insurance, taxes, estate issues and financial resource allocation.

We pride ourselves on being cerebral and opportunistic investors of client assets, with intense emphasis on educating and empowering clients throughout market cycles. We are not boilerplate investors.

We provide a high and welcoming level of service. We not only want our clients to feel connected to their money but also to feel connected to their financial team.

Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

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

Chu, Phillips & Associates team image

Learn more about us. 

Latest Insights

Man and boy playing with sailboat in pond

Age-based guidelines for retirement income planning

Wisdom compares life to a journey – it’s also apt for retirement. Retirement is more like a decades-long odyssey around the world than a summer spent learning to sail. Careful planning tantamount to living comfortably and not running out of money.

Read more

Contact

Chu, Phillips & Associates

203-351-9315
chuphillips@rbc.com