RBC WEALTH MANAGEMENT

We provide financial solutions to individuals and their families through a comprehensive wealth management process. Our focus is on developing customized investment strategies to meet specific investment profiles. Investors benefit from our personalized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals... We bring professional wealth management to individual investors. Customized portfolios are built and maintained with a mix of assets which meet their objectives and risk tolerance. Objectives are reviewed regularly with each client and a goals based approach is utilized for long term planning. With many years of experience we believe we are firmly grounded in the art of building and preserving capital.

Also known as: RBC Capital Markets, LLC

Primary location: Boston United States