Trusted Advice & Exceptional Service
As your portfolio has grown, so too has its complexity and the resources needed to manage it. As a financial advisor, I have the knowledge, experience and commitment necessary to manage your investments on an ongoing, fully discretionary basis, providing you with objective advice on critical financial matters.
Working closely with you, I will develop a wealth management plan focused clearly on your objectives — one that reflects your lifestyle expectations, cash flow needs, risk tolerance and aspirations for your family. From there, I will help you build a portfolio informed by the resources and insight available from RBC Wealth Management.
When you look at wealth management from a long-term perspective, one thing becomes clear: it’s your future, not just your money. And over time, I can help you navigate the noise and distractions of challenging markets, providing a disciplined sense of focus on what’s most important — your progress toward your goals.
Market watchers breathed a sigh of relief after the S&P 500 broke through to a fresh all-time high this summer after treading water for more than a year. So, does the market have room to run, and what does this mean for valuations? Read the full economic outlook in the latest edition of Global Insight. You may also be interested in:
According to the U.S. Department of Health and Human Services, about 70% of individuals over age 65 will require some type of long-term care services during their lifetimes. Over 40% will need care in a nursing home for some period. And since 40% of those receiving long-term care are between ages of 18 and 64, it is not just an issue for retirees. To avoid becoming a burden on others—or being impoverished by the high cost of long-term care—investors are using a variety of insurance strategies to help protect their hard earned wealth. To learn more about your choices, please contact me today.
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation click on the Contact Me box.
Matt C. Rose is currently registered to conduct business with residents of the following states: AR, AZ, CO, CT, FL, IA, IN, KS, MD, MN, MO, NC, NE, NM, NY, OH, OK, OR, PA, SD, TN, TX, WA, WI
Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.