Announcing our move to RBC Wealth Management

Our top priority as financial advisors is providing our clients with individualized service and wealth management solutions that instill clarity and confidence about today and the future. That’s why, after much thought and careful consideration, we have made the important decision to join RBC Wealth Management, a global firm with a clients-first culture and world-class resources.

At RBC Wealth Management our clients will enjoy the attention they expect from us, supported by a tool set and business model that has made RBC one of the world’s strongest global financial institutions.

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Learn more

We invite you to explore our website to learn more about what sets RBC Wealth Management apart and why we've put our trust in RBC Wealth Management as our new business home.

Contact us

Contact

The Wilson Serby Financial Consulting Group

973-867-4366
allen.wilson@rbc.com

Meet the team

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Allen Wilson

Senior Vice President - Financial Advisor
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Mark Serby

Senior Vice President - Financial Advisor
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Susan Rios

Senior Registered Client Associate