Patrick T. McGuire, JD, CPFA, Financial Advisor at RBC Wealth Management

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Williamsville, NY
Patrick T. McGuire, JD, CPFA, Financial Advisor at RBC Wealth Management

Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information.

I am dedicated to providing the highest level of service to my clients by offering detailed and timely reporting, insight, experience and counseling on investment and governance issues. 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.

05/06/2026

Did you know retirement planning isn’t just about saving? It’s also about having a strategy and proper support along the way. I can help you, regardless of your current circumstances. Reach out today.

04/29/2026

In the Investor’s Edge newsletter for spring 2026, read tips for legacy planning, how AI fits into wealth planning, fixed income and equity investing ideas for different stages of life, plus how to see your financial picture in one place with RBC Total Wealth.

04/22/2026

Did you know discussing money with your children can help them feel more confident managing their finances as an adult? Even small steps like encouraging kids to save part of their allowance can help build a strong financial foundation.

04/09/2026

Did you know having a written financial plan is key to managing complex wealth? Take time to revisit your wealth plan each year so your financial strategy remains aligned with your long-term vision.

03/18/2026

Did you know spring is a great time to clean house financially? Check in on your goals and think about any changes you want to discuss. Then schedule a meeting with me to go in-depth.

03/02/2026

Did you know most consumer purchase decisions are made by women? Not only are women the breadwinners in nearly 50% of families, they also overwhelmingly decide where that money should go. Is this true for your household?

02/24/2026

Did you know financial wellness can affect your physical health too? Studies have tied financial confidence to a lower risk of stress-related cardiovascular issues. Reach out for a financial health check-up.

02/05/2026

Did you know research suggests that couples who communicate regularly about money report greater financial confidence? Shared goals and regular communication are both key.

01/28/2026

In the Investor's Edge newsletter for winter 2026, gain insights on financial tips for the new year and, inspired by the Winter Games, how to medal in your financial life. Read the full newsletter for these ideas and more to help with your wealth planning in 2026.

01/14/2026

Proud to have been named to the 2026 Forbes Best-in-State Wealth Management Teams list. https://bit.ly/4sC9ZNu

01/13/2026

Did you know your finances and health are closely linked? Health issues can be expensive and chip away at funds for your nest egg. Use the new year as an opportunity to feel more confident about your financial wellness by messaging me to discuss your customized plan.

Address

6225 Sheridan Drive/Suite 318
Williamsville, NY
14221

Telephone

+17166358435

Website

http://www.shafermcguirewmg.com/

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