Treating your portfolio as our own


Our group has been providing clients with a complete spectrum of financial services, disciplined investment strategies, and proactive personal service for over 60 years, serving a select group of high net worth individuals in the greater Boston area. We offer you:

  • Perspective - We are a three generation family team. We provide you with continuity and long term perspective of having gone through various market cycles.
  • Solid reputation - We’ve been in this local community since the 1950’s which speaks to our reputation and dedication to servicing you.
  • Experience - We’re among the larger practices in the area, routinely meeting with a large number of families. Each of those experiences make us better equipped to service you.
  • Credibility & Education - Our team member, Nora Yousif, is regularly asked to present seminars and comment on personal finance topics by the media: NBC Boston, NECN, WBZ news radio, 106.7FM, CNBC, Forbes, Yahoo! Finance, which highlights our credibility, dedication to staying on top of industry headlines, and ability to explain the complex for you.
  • Knowledge - In addition to being a CFP®, one of our team members is being MIT Sloan trained, immersed in quantitative analysis and advanced investment techniques developed by some of the most intelligent minds in the world of business and finance.
  • Service - Our associates are top notch, having received the RBC Award of Excellence twice. This is awarded to employees who consistently go beyond expectations and make a significant, positive difference for you.
 

We are humbled to have been featured in The Boston Globe, Boston Business Journal, and Boston Magazine.


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 our team

Learn about the Williams Investment Group.

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