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Local presence, global strength. We put the personal back into wealth management.

Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

10/09/2026

Did you know cheering on your favorite team could cost more than you think? Passion for the game runs deep and so should your financial strategy. Schedule time to review your portfolio’s roster and make sure you’re positioned for a winning season.

10/08/2026

If you’re 73 or older, your required minimum distribution (RMD) is on the calendar! What are your plans for your distribution(s)?

1. Paying bills
2. Vacation fund
3. Gifting to family
4. Gifting to organizations that matter to you
5. Saving it in a safe place for now

Let us know below.

If you still aren't sure, we have savings options to keep your funds protected and earning a competitive yield.

No complicated enrollment. No new platforms. Just a simple next step for funds you have already earned.

Reach out and let's talk through your options.

09/16/2026

Did you know steadily contributing to your 401(k) is one of the most important things you can do for your finances? Steady contributions. Smart planning. Long game. That’s the formula!

𝐈’𝐝 𝐥𝐨𝐯𝐞 𝐭𝐨 𝐡𝐞𝐥𝐩 𝐲𝐨𝐮 𝐛𝐮𝐢𝐥𝐝 𝐚 𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐩𝐥𝐚𝐧 𝐰𝐨𝐫𝐭𝐡 𝐜𝐞𝐥𝐞𝐛𝐫𝐚𝐭𝐢𝐧𝐠.

09/10/2026

The Summer 2026 Investor’s Edge newsletter is out. Whether you find your stocks have become concentrated, want to know how the One Big Beautiful Bill Act can impact your estate plan or want to better understand how your ZIP code can impact your taxes, we’ve broken it down for you.

Plus, why your 30s is the best time to act on Roth conversions and five things you can do with your wealth without selling investments. You’ll get it all in this quarter’s newsletter.

09/02/2026

Did you know your most important asset may be your income?

Life insurance can protect that asset, and it’s important to make sure your coverage reflects your life today. It’s not just about having coverage; it’s about having the 𝐫𝐢𝐠𝐡𝐭 coverage.

𝐑𝐞𝐚𝐜𝐡 𝐨𝐮𝐭 𝐭𝐨 𝐡𝐚𝐯𝐞 𝐚 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧 𝐚𝐛𝐨𝐮𝐭 𝐩𝐫𝐨𝐭𝐞𝐜𝐭𝐢𝐧𝐠 𝐲𝐨𝐮𝐫 𝐢𝐧𝐜𝐨𝐦𝐞 𝐭𝐨𝐝𝐚𝐲.

The insurance policy is not required to receive credit, property or services from any lender or bank affiliates of RBC, and client has the right to choose any insurance provider. Any guarantees, warranties, or product benefits, including benefits allowed by riders, are subject to the claims-paying ability of the insurance company.

08/28/2026

Your interest rate may not tell the whole story. If your interest is tax deductible, your after-tax borrowing cost could be lower than you think.

Learn more about how strategic borrowing could work for you. https://bit.ly/4gpIZwF

08/24/2026

A quick reminder of what RBC Premium Savings delivers to you:

• Earn a competitive yield, currently 3.56% APY

• Deposit $25,000 or more in net new cash into your brokerage account

• Cash protected with up to $200 million in FDIC coverage

• Same-day access to your funds through your financial advisor

Simple. Secure. Built into your existing RBC Wealth Management account.

𝘐𝘯 𝘵𝘩𝘦 𝘙𝘉𝘊 𝘗𝘳𝘦𝘮𝘪𝘶𝘮 𝘚𝘢𝘷𝘪𝘯𝘨𝘴 𝘱𝘳𝘰𝘨𝘳𝘢𝘮 (𝘵𝘩𝘦 “𝘗𝘳𝘰𝘨𝘳𝘢𝘮”) 𝘥𝘦𝘱𝘰𝘴𝘪𝘵𝘴 𝘢𝘳𝘦 𝘴𝘦𝘯𝘵 𝘵𝘰 𝘥𝘦𝘮𝘢𝘯𝘥 𝘥𝘦𝘱𝘰𝘴𝘪𝘵 𝘢𝘯𝘥/𝘰𝘳 𝘵𝘰 𝘮𝘰𝘯𝘦𝘺 𝘮𝘢𝘳𝘬𝘦𝘵 𝘥𝘦𝘱𝘰𝘴𝘪𝘵 𝘢𝘤𝘤𝘰𝘶𝘯𝘵𝘴 𝘢𝘵 𝘱𝘢𝘳𝘵𝘪𝘤𝘪𝘱𝘢𝘵𝘪𝘯𝘨 𝘯𝘦𝘵𝘸𝘰𝘳𝘬 𝘍𝘋𝘐𝘊-𝘪𝘯𝘴𝘶𝘳𝘦𝘥 𝘥𝘦𝘱𝘰𝘴𝘪𝘵𝘰𝘳𝘺 𝘪𝘯𝘴𝘵𝘪𝘵𝘶𝘵𝘪𝘰𝘯𝘴 (“𝘕𝘦𝘵𝘸𝘰𝘳𝘬 𝘉𝘢𝘯𝘬𝘴”) 𝘣𝘺 𝘙𝘉𝘊 𝘞𝘦𝘢𝘭𝘵𝘩 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵, 𝘢 𝘥𝘪𝘷𝘪𝘴𝘪𝘰𝘯 𝘰𝘧 𝘙𝘉𝘊 𝘊𝘢𝘱𝘪𝘵𝘢𝘭 𝘔𝘢𝘳𝘬𝘦𝘵𝘴, 𝘓𝘓𝘊, (“𝘸𝘦,” “𝘶𝘴” 𝘰𝘳 𝘙𝘉𝘊 𝘞𝘔”) 𝘥𝘪𝘳𝘦𝘤𝘵𝘭𝘺 𝘰𝘳 𝘷𝘪𝘢 𝘙𝘉𝘊 𝘉𝘢𝘯𝘬 (𝘎𝘦𝘰𝘳𝘨𝘪𝘢), 𝘕.𝘈., 𝘢𝘯 𝘍𝘋𝘐𝘊-𝘪𝘯𝘴𝘶𝘳𝘦𝘥 𝘢𝘧𝘧𝘪𝘭𝘪𝘢𝘵𝘦, 𝘢𝘤𝘵𝘪𝘯𝘨 𝘢𝘴 𝘰𝘶𝘳 𝘢𝘨𝘦𝘯𝘵 𝘢𝘯𝘥 𝘴𝘶𝘣-𝘤𝘶𝘴𝘵𝘰𝘥𝘪𝘢𝘯. 𝘔𝘰𝘯𝘪𝘦𝘴 𝘩𝘦𝘭𝘥 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘵𝘩𝘦 𝘗𝘳𝘰𝘨𝘳𝘢𝘮 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘤𝘰𝘷𝘦𝘳𝘦𝘥 𝘣𝘺 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘐𝘯𝘷𝘦𝘴𝘵𝘰𝘳 𝘗𝘳𝘰𝘵𝘦𝘤𝘵𝘪𝘰𝘯 𝘊𝘰𝘳𝘱𝘰𝘳𝘢𝘵𝘪𝘰𝘯 (“𝘚𝘐𝘗𝘊”). 𝘙𝘉𝘊 𝘞𝘔 𝘪𝘴 𝘯𝘰𝘵 𝘢𝘯 𝘍𝘋𝘐𝘊-𝘪𝘯𝘴𝘶𝘳𝘦𝘥 𝘥𝘦𝘱𝘰𝘴𝘪𝘵𝘰𝘳𝘺 𝘪𝘯𝘴𝘵𝘪𝘵𝘶𝘵𝘪𝘰𝘯. 𝘍𝘋𝘐𝘊 𝘪𝘯𝘴𝘶𝘳𝘢𝘯𝘤𝘦 𝘢𝘷𝘢𝘪𝘭𝘢𝘣𝘭𝘦 𝘸𝘪𝘵𝘩 𝘵𝘩𝘦 𝘗𝘳𝘰𝘨𝘳𝘢𝘮 𝘪𝘴 𝘴𝘶𝘣𝘫𝘦𝘤𝘵 𝘵𝘰 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘤𝘰𝘯𝘥𝘪𝘵𝘪𝘰𝘯𝘴 𝘢𝘯𝘥 𝘍𝘋𝘐𝘊 𝘪𝘯𝘴𝘶𝘳𝘢𝘯𝘤𝘦 𝘰𝘯𝘭𝘺 𝘱𝘳𝘰𝘵𝘦𝘤𝘵𝘴 𝘢𝘨𝘢𝘪𝘯𝘴𝘵 𝘧𝘢𝘪𝘭𝘶𝘳𝘦 𝘰𝘧 𝘵𝘩𝘦 𝘕𝘦𝘵𝘸𝘰𝘳𝘬 𝘉𝘢𝘯𝘬. 𝘛𝘰 𝘮𝘦𝘦𝘵 𝘤𝘰𝘯𝘥𝘪𝘵𝘪𝘰𝘯𝘴 𝘧𝘰𝘳 𝘱𝘢𝘴𝘴-𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘍𝘋𝘐𝘊 𝘥𝘦𝘱𝘰𝘴𝘪𝘵 𝘪𝘯𝘴𝘶𝘳𝘢𝘯𝘤𝘦, 𝘥𝘦𝘱𝘰𝘴𝘪𝘵 𝘢𝘤𝘤𝘰𝘶𝘯𝘵𝘴 𝘢𝘵 𝘕𝘦𝘵𝘸𝘰𝘳𝘬 𝘉𝘢𝘯𝘬𝘴 𝘢𝘳𝘦 𝘵𝘪𝘵𝘭𝘦𝘥, 𝘢𝘯𝘥 𝘥𝘦𝘱𝘰𝘴𝘪𝘵 𝘢𝘤𝘤𝘰𝘶𝘯𝘵 𝘳𝘦𝘤𝘰𝘳𝘥𝘴 𝘢𝘳𝘦 𝘮𝘢𝘪𝘯𝘵𝘢𝘪𝘯𝘦𝘥, 𝘪𝘯 𝘢𝘤𝘤𝘰𝘳𝘥𝘢𝘯𝘤𝘦 𝘸𝘪𝘵𝘩 𝘍𝘋𝘐𝘊 𝘳𝘦𝘨𝘶𝘭𝘢𝘵𝘪𝘰𝘯𝘴 𝘧𝘰𝘳 𝘱𝘢𝘴𝘴-𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘤𝘰𝘷𝘦𝘳𝘢𝘨𝘦. 𝘛𝘩𝘦 𝘥𝘦𝘱𝘰𝘴𝘪𝘵𝘰𝘳 𝘮𝘢𝘺 𝘦𝘹𝘤𝘭𝘶𝘥𝘦 𝘕𝘦𝘵𝘸𝘰𝘳𝘬 𝘉𝘢𝘯𝘬𝘴 𝘧𝘳𝘰𝘮 𝘦𝘭𝘪𝘨𝘪𝘣𝘪𝘭𝘪𝘵𝘺 𝘵𝘰 𝘳𝘦𝘤𝘦𝘪𝘷𝘦 𝘪𝘵𝘴 𝘧𝘶𝘯𝘥𝘴. 𝘈 𝘭𝘪𝘴𝘵 𝘰𝘧 𝘕𝘦𝘵𝘸𝘰𝘳𝘬 𝘉𝘢𝘯𝘬𝘴 𝘪𝘴 𝘢𝘷𝘢𝘪𝘭𝘢𝘣𝘭𝘦 𝘢𝘵 𝘐𝘯𝘵𝘳𝘢𝘍𝘪. 𝘐𝘯𝘵𝘦𝘳𝘦𝘴𝘵 𝘳𝘢𝘵𝘦𝘴/𝘈𝘗𝘠 (𝘈𝘯𝘯𝘶𝘢𝘭 𝘗𝘦𝘳𝘤𝘦𝘯𝘵𝘢𝘨𝘦 𝘠𝘪𝘦𝘭𝘥) 𝘢𝘳𝘦 𝘴𝘶𝘣𝘫𝘦𝘤𝘵 𝘵𝘰 𝘤𝘩𝘢𝘯𝘨𝘦 𝘸𝘪𝘵𝘩𝘰𝘶𝘵 𝘯𝘰𝘵𝘪𝘤𝘦. 𝘔𝘪𝘯𝘪𝘮𝘶𝘮 𝘥𝘦𝘱𝘰𝘴𝘪𝘵 𝘢𝘯𝘥 𝘣𝘢𝘭𝘢𝘯𝘤𝘦 𝘳𝘦𝘲𝘶𝘪𝘳𝘦𝘮𝘦𝘯𝘵𝘴 𝘢𝘱𝘱𝘭𝘺 𝘢𝘯𝘥 𝘮𝘢𝘺 𝘤𝘩𝘢𝘯𝘨𝘦. 𝘋𝘦𝘱𝘰𝘴𝘪𝘵 𝘭𝘪𝘮𝘪𝘵𝘴 𝘮𝘢𝘺 𝘤𝘩𝘢𝘯𝘨𝘦, 𝘢𝘯𝘥 𝘴𝘰𝘮𝘦 𝘤𝘰𝘯𝘥𝘪𝘵𝘪𝘰𝘯𝘴 𝘢𝘱𝘱𝘭𝘺. 𝘗𝘭𝘦𝘢𝘴𝘦 𝘴𝘦𝘦 “𝘊𝘢𝘴𝘩 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵” 𝘰𝘯 𝘰𝘶𝘳 𝘱𝘶𝘣𝘭𝘪𝘤 𝘸𝘦𝘣𝘴𝘪𝘵𝘦 𝘢𝘵 𝘸𝘸𝘸.𝘳𝘣𝘤𝘸𝘮.𝘤𝘰𝘮/𝘥𝘪𝘴𝘤𝘭𝘰𝘴𝘶𝘳𝘦𝘴 𝘧𝘰𝘳 𝘙𝘉𝘊 𝘗𝘳𝘦𝘮𝘪𝘶𝘮 𝘚𝘢𝘷𝘪𝘯𝘨𝘴 𝘗𝘳𝘰𝘨𝘳𝘢𝘮 𝘛𝘦𝘳𝘮𝘴 𝘢𝘯𝘥 𝘊𝘰𝘯𝘥𝘪𝘵𝘪𝘰𝘯𝘴, 𝘋𝘦𝘱𝘰𝘴𝘪𝘵 𝘗𝘭𝘢𝘤𝘦𝘮𝘦𝘯𝘵 𝘈𝘨𝘳𝘦𝘦𝘮𝘦𝘯𝘵, 𝘢𝘯𝘥 𝘗𝘳𝘰𝘨𝘳𝘢𝘮 𝘐𝘯𝘵𝘦𝘳𝘦𝘴𝘵 𝘙𝘢𝘵𝘦𝘴.

08/19/2026

Did you know 32% of families use college savings plans as a way to pay for college?

Education expenses evolve over time, but the advantage of starting earlier hasn’t changed. Savings plans start working now, well before the acceptance letters roll in.

𝐋𝐞𝐭’𝐬 𝐜𝐨𝐧𝐧𝐞𝐜𝐭 𝐬𝐨 𝐈 𝐜𝐚𝐧 𝐡𝐞𝐥𝐩 𝐲𝐨𝐮 𝐛𝐮𝐢𝐥𝐝 𝐚 𝐩𝐥𝐚𝐧 𝐟𝐨𝐫 𝐟𝐮𝐭𝐮𝐫𝐞 𝐞𝐱𝐩𝐞𝐧𝐬𝐞𝐬.

08/05/2026

Did you know reviewing an estate plan doesn’t have to be a big lift? Life has a way of evolving and your estate plan deserves to keep up. I’d love to help review any changes and discuss updating your documents accordingly.

𝐑𝐞𝐚𝐝𝐲 𝐟𝐨𝐫 𝐚 𝐫𝐞𝐟𝐫𝐞𝐬𝐡? Let’s talk.

08/03/2026

Having experience working with many families like yours, I can help facilitate a successful family meeting.

I can coordinate with your team of professionals—estate planning attorneys, CPAs and trust officers—along with you and your family to help ensure you have the expertise needed to achieve your vision for the future.

Your legacy deserves more than guesswork.

Reach out to me for support today.

Address

1 Jericho Plaza, Suite 106
Jericho, NY
11753

Website

https://us.rbcwealthmanagement.com/pwm

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