Brandon Honcoop named to Top 25 Regional Advisors Under 40 list

At Honcoop Doherty Wealth Managers, we are very proud that Financial Advisor, Brandon Honcoop was named to On Wall Street's Top 25 Regional Advisors Under 40 list in 2019.  Read the full news release here.

Value statement

We use a solution-based process with a proven methodology to help you achieve your financial, estate planning and legacy goals. Acting in partnership with you, we deliver personalized investment counsel and custom portfolio management services designed to help you both enjoy living today while preparing financially for the future you want. 

Welcome Jennifer Foronda

Honcoop Doherty Wealth Managers is proud to welcome Jennifer Foronda to our team. Jenn is a Senior Registered Client Associate who will be a great asset to the operations structure of the team. Jenn comes to us from Morgan Stanley with 20 years of experience in the industry, is married and has two children, a girl and a boy.  Please welcome Jenn to our team when you contact us! 

Write your personal retirement story

Access Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact us to help you prepare for your next chapter.

RBC Wealth Management's Hilary Doherty named to Working Mother's 2018 Top Wealth Advisory Moms list

Congratulations to Hilary on being awarded as one of five Financial Advisors at RBC Wealth Management named to the 2018 edition of Working Mother's Top Wealth Advisor Mom's list.  Read the complete NEWS RELEASE article here. 

Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized, objective advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.

Gain financial flexibility

Be prepared for almost any financing need by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this smart, yet potentially untapped source of opportunity. 

 

Become a client 

                                       
If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets. Contact us today to learn more.