The Di Vito Consulting Group at RBC Wealth Management

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The Di Vito Consulting Group at RBC Wealth Management

The Di Vito Consulting Group is committed to helping investors create personalized plans to achieve their financial goals and preserve their wealth.

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 prin

cipal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

07/31/2026

The One Big Beautiful Bill Act (OBBBA): What the Qualified Small Business Stock (QSBS) expansion means for you

Three major taxpayer-friendly changes for stock issued after July 5, 2025:

• Eligible issuer size increased from $50 million to $75 million in assets

• Hold period flexibility: partial exclusions now start at three years

• Tax-free gain cap raised from $10 million to $15 million

If you have private company exposure, the pool of potentially tax-conscious investments just got considerably larger and strategic debt could enhance the tax benefit. Now is the time to review your portfolio and consult with your independent tax advisor.

06/25/2026

If you own a business, your biggest financial questions may sound something like this:

•What's my business worth?
•When's the right time to sell?
•What transition option fits my goals?

We've got a resource built around exactly those questions. Let's talk through it together.

05/21/2026

Your business built your wealth. But is your wealth strategy built around your business?

Many business owners pour everything into growing the enterprise, and that's what makes them exceptional. But when personal finances and business strategy live in separate worlds, opportunities get missed. The most beneficial approach? A single, cohesive plan that connects your business growth to your family's financial future. One strategy. One team. One conversation that ties it all together.

That's how you move from building wealth to building a legacy.

03/11/2026

Leave a legacy of clarity rather than confusion, chaos and conflict. Have the talk with your heirs about family wealth and its intended purpose. I can help you start the conversation to create a legacy that passes on family finances, values and harmony.

03/06/2026

We are honored to be recognized as one of Forbes Best-In-State Wealth Management Teams. We are deeply grateful to our clients who place their trust in us. Here's to continued success together!

02/17/2026

Wealth transfer is about more than money. It’s about your family legacy and aligning your priorities, passions and values with the next generation. Our new wealth transfer report can help you create a family legacy that spans generations.
https://bit.ly/4qGnv0e

01/27/2026

Want your business and employees to thrive after you retire? Have you considered an ESOP? I can answer your questions and help you plan.

RBC WM does not provide legal, accounting or tax advice and all decisions regarding your investments should be made in consultation with your independent advisors. For more information see Legal and Tax Advice: https://bit.ly/4bhgYFr

01/14/2026

The majority of NextGen heirs say receiving an inheritance would prompt them to think about their own legacy and long-term goals, like spending more time with family and giving to philanthropic causes. Let’s talk about how I can help you plan your legacy.

01/06/2026

Are you a business owner hinging your retirement on a big payoff from selling your business?
If so, it's vital to know what your business is worth.
DM me today to talk through your business valuation.

12/17/2025

A recent RBC Wealth Management survey found generations agree that family values are foundational financial values. For help beginning the conversations with your heirs for future alignment, message me today.

Address

2398 E. Camelback Road Suite 700
Phoenix, AZ
85016

Telephone

+16023815319

Website

https://us.rbcwealthmanagement.com/thedivitoconsultinggroup

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