Jim Weinstock, Financial Advisor, Portfolio Manager RBC Wealth Management

Jim Weinstock, Financial Advisor, Portfolio Manager RBC Wealth Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Jim Weinstock, Financial Advisor, Portfolio Manager RBC Wealth Management, Financial service, 1 Landmark Square 12th Floor, Stamford, CT.

Jim has over 40 year of investing/wealth planning experience, the Accredited Asset Management Specialist designation from College of Financial Planning, retirement income planning certification from Wharton School and is a RBC Portfolio Manager.

Today we celebrate strength, courage and the incredible resilience of cancer survivors.Ringing the bell is more than a t...
06/07/2026

Today we celebrate strength, courage and the incredible resilience of cancer survivors.

Ringing the bell is more than a tradition. It's a declaration of hope, a symbol of victory and a testament to the power of perseverance.

To every survivor, your journey inspires and reminds us of what true strength looks like. We honor you.

https://bit.ly/4dRqUGD
06/05/2026

https://bit.ly/4dRqUGD

Seniors are frequent targets for scammers. Here's how to empower and support those who've experienced financial exploitation.

Family night out at the theater? Make it even more special by knowing you're supporting a great cause! At RBC Wealth Man...
06/05/2026

Family night out at the theater? Make it even more special by knowing you're supporting a great cause! At RBC Wealth Management, we're proud to support organizations like Hennepin Arts, which brings art and culture to the heart of the city.

As your career and investments have evolved, your accounts may have changed too. Consolidating with RBC Wealth Managemen...
06/04/2026

As your career and investments have evolved, your accounts may have changed too. Consolidating with RBC Wealth Management gives you one clear view and one trusted advisor to help you stay in control of your financial future. Let’s talk.

Improving waste management in low- and middle-income countries could cut global pollution by 98%.
06/04/2026

Improving waste management in low- and middle-income countries could cut global pollution by 98%.

Improving waste management in low- and middle-income countries could cut global pollution by 98%.

Commission is now proposing to rescind the climate disclosure rules in their entirety.
06/03/2026

Commission is now proposing to rescind the climate disclosure rules in their entirety.

Secure .gov websites use HTTPS A lock () or https:// means you’ve safely connected to the .gov website. Share sensitive information only on official, secure websites.

Did you know the best graduation gift may not come with a bow? A financial plan can be the gift that keeps giving.At RBC...
06/03/2026

Did you know the best graduation gift may not come with a bow? A financial plan can be the gift that keeps giving.

At RBC Wealth Management, I help new grads start strong, from building a budget to planning ahead. Because the earlier you lay a solid financial foundation, the more possibilities your future can hold.

π‘πžπšππ² 𝐭𝐨 𝐠𝐒𝐯𝐞 𝐭𝐑𝐞 𝐠𝐒𝐟𝐭 𝐭𝐑𝐚𝐭 𝐫𝐞𝐚π₯π₯𝐲 𝐦𝐚𝐭𝐭𝐞𝐫𝐬? Let’s talk.

Your hard work and determination have brought you here. Congratulations on your graduation!This milestone represents mor...
06/03/2026

Your hard work and determination have brought you here. Congratulations on your graduation!

This milestone represents more than a diploma or a degree. It's proof of your commitment, resilience and willingness to invest in yourself.

As you step into the next chapter, remember that the skills and confidence you've built will carry you forward.
Here's to new beginnings and all the possibilities ahead.

The difference between creating a legacy of chaos and one of shared values often comes down to a single matter: communic...
06/02/2026

The difference between creating a legacy of chaos and one of shared values often comes down to a single matter: communication.

A family meeting is the perfect way to start this dialogue. They represent more than wealth planning as they're foundational for meaningful conversations about values and intentions for future generations of your family.

I can help you and your family with your family meetings and your wealth transfer to the future generations.

Your ideas of family harmony happen here.

Schedule your family meeting consult with me.

Address

1 Landmark Square 12th Floor
Stamford, CT
06901

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