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Wealth Management

No matter what your personal wealth goals are, our seasoned wealth management team can guide and shape your investments.

With access to unique opportunities and global markets, experience across the investment spectrum and a range of support tools and services, we can manage your wealth in a flexible, personalized way.


Our investment professionals provide insights to make calculated decisions, no matter what the market environment. We help clients build wealth through a variety of diversified strategies.

Retirement and education planning

We are well versed in the investment vehicles that can help you reach these critical investment goals. For retirement, we provide an array of qualified plans and can also structure alternatives for clients interested in bespoke solutions. For education planning, we can provide 529 college savings plans, UGMA/UTMA accounts and trusts.

Managed account solutions

Through RBC Capital Markets we provide separately managed account solutions from top managers, as well as wrap fee programs. Contact us to learn more.

Insurance and annuities

We help families and high-net-worth individuals preserve their wealth, provide for their families in times of need and produce dependable retirement income through insurance and annuity strategies.

Trust services

We can advise high-net-worth clients on trust solutions that offer tax efficiency and control.



We can give you the wealth management services you need in today’s market. Contact Steve Roseman at

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