Surrounded by a team of financial professionals, I am committed to helping realize the wealth management goals of all my clients. In conjunction with a client’s attorney and accountant, I am able to find out what works best for each individual or business entity, while assessing the risk/reward profile of the client as well as the client’s short and long-term needs.

 

Our wealth management program is comprehensive, taking into consideration not only a client’s current investment program, but also analyzing the need for proper estate planning including life insurance, trusts, succession planning, long-term care insurance, and annuities. In sum, we service the whole client and structure a comprehensive plan that is unique to each individual.

 

My personal style of investment management in the stock and bond markets revolves around a highly disciplined, risk management style. I follow a program of fundamental analysis and technical analysis. Fundamental analysis essentially tells one WHAT to buy whereas technical analysis alerts me WHEN to buy and WHEN to sell. Technical analysis removes emotion from the investment process leading to objective decision-making. It is what is called a “soulless barometer.” Accounts that I manage on a discretionary basis are managed in this way. You are invited to call me about the specifics of my program and how it may help define your investment process.

Trustee services are offered to RBC Wealth Management, Inc. (RBC Wealth Management) clients by RBC Trust Company (Delaware) Limited (RBC Trust) and Comerica Bank & Trust, N.A., who serve as trustee. RBC Wealth Management and RBC Trust are subsidiaries of Royal Bank of Canada (RBC) which operates under the brand name of RBC Financial Group. RBC Wealth Management and RBC Trust operate as separate affiliated entities and are wholly owned subsidiaries of Royal Bank of Canada. RBC Wealth Management will receive compensation in connection with offering these services. Neither RBC Wealth Management nor its Financial Advisors are able to serve as trustee. RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.