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

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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.

Did you know cheering on your favorite team could cost more than you think? Passion for the game runs deep and so should...
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 portfolioโ€™s roster and make sure youโ€™re positioned for a winning season.

Did you know steadily contributing to your 401(k) is one of the most important things you can do for your finances? Stea...
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. Thatโ€™s the formula!

๐ˆโ€™๐ ๐ฅ๐จ๐ฏ๐ž ๐ญ๐จ ๐ก๐ž๐ฅ๐ฉ ๐ฒ๐จ๐ฎ ๐›๐ฎ๐ข๐ฅ๐ ๐š ๐ซ๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐ฉ๐ฅ๐š๐ง ๐ฐ๐จ๐ซ๐ญ๐ก ๐œ๐ž๐ฅ๐ž๐›๐ซ๐š๐ญ๐ข๐ง๐ .

09/10/2026

The Summer 2026 Investorโ€™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, weโ€™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. Youโ€™ll get it all in this quarterโ€™s newsletter.

Did you know your most important asset may be your income?Life insurance can protect that asset, and itโ€™s important to m...
09/02/2026

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

Life insurance can protect that asset, and itโ€™s important to make sure your coverage reflects your life today. Itโ€™s not just about having coverage; itโ€™s about having the ๐ซ๐ข๐ ๐ก๐ญ coverage.

๐‘๐ž๐š๐œ๐ก ๐จ๐ฎ๐ญ ๐ญ๐จ ๐ก๐š๐ฏ๐ž ๐š ๐œ๐จ๐ง๐ฏ๐ž๐ซ๐ฌ๐š๐ญ๐ข๐จ๐ง ๐š๐›๐จ๐ฎ๐ญ ๐ฉ๐ซ๐จ๐ญ๐ž๐œ๐ญ๐ข๐ง๐  ๐ฒ๐จ๐ฎ๐ซ ๐ข๐ง๐œ๐จ๐ฆ๐ž ๐ญ๐จ๐๐š๐ฒ.

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.

Did you know 32% of families use college savings plans as a way to pay for college?Education expenses evolve over time, ...
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 hasnโ€™t changed. Savings plans start working now, well before the acceptance letters roll in.

๐‹๐ž๐ญโ€™๐ฌ ๐œ๐จ๐ง๐ง๐ž๐œ๐ญ ๐ฌ๐จ ๐ˆ ๐œ๐š๐ง ๐ก๐ž๐ฅ๐ฉ ๐ฒ๐จ๐ฎ ๐›๐ฎ๐ข๐ฅ๐ ๐š ๐ฉ๐ฅ๐š๐ง ๐Ÿ๐จ๐ซ ๐Ÿ๐ฎ๐ญ๐ฎ๐ซ๐ž ๐ž๐ฑ๐ฉ๐ž๐ง๐ฌ๐ž๐ฌ.

Did you know reviewing an estate plan doesnโ€™t have to be a big lift? Life has a way of evolving and your estate plan des...
08/05/2026

Did you know reviewing an estate plan doesnโ€™t have to be a big lift? Life has a way of evolving and your estate plan deserves to keep up. Iโ€™d love to help review any changes and discuss updating your documents accordingly.

๐‘๐ž๐š๐๐ฒ ๐Ÿ๐จ๐ซ ๐š ๐ซ๐ž๐Ÿ๐ซ๐ž๐ฌ๐ก? Letโ€™s talk.

Did you know a mid-year check-in can energize the rest of your year? Financial confidence comes with regular touchpoints...
07/23/2026

Did you know a mid-year check-in can energize the rest of your year? Financial confidence comes with regular touchpoints and an agile plan that meets your needs.

๐‘๐ž๐š๐œ๐ก ๐จ๐ฎ๐ญ ๐ญ๐จ ๐ฆ๐ž ๐ญ๐จ๐๐š๐ฒ ๐š๐ง๐ ๐ฅ๐ž๐ญโ€™๐ฌ ๐ฆ๐š๐ค๐ž ๐ข๐ญ ๐ก๐š๐ฉ๐ฉ๐ž๐ง.

A quick conversation could make all the difference by year-end.

Did you know the best bucket list moments donโ€™t just happen? Theyโ€™re planned for. Meticulously. And that makes the payof...
07/08/2026

Did you know the best bucket list moments donโ€™t just happen? Theyโ€™re planned for. Meticulously. And that makes the payoff, whether itโ€™s at the beach, the mountains or some far-off destination, all that much sweeter.

๐˜๐จ๐ฎ๐ซ ๐›๐ฎ๐œ๐ค๐ž๐ญ ๐ฅ๐ข๐ฌ๐ญ ๐ข๐ฌ ๐œ๐š๐ฅ๐ฅ๐ข๐ง๐ . Letโ€™s chat about how to make it happen.

Did you know 3 in 4 homeowners would rather be at home than anywhere else? If youโ€™ve already fallen in love with your ho...
06/17/2026

Did you know 3 in 4 homeowners would rather be at home than anywhere else? If youโ€™ve already fallen in love with your home, the question is what your next chapter looks like.

I can help you plan for whatever comes next, whether that means upgrading your space or adding a vacation home for your favorite memories to be made.

๐‘๐ž๐š๐๐ฒ ๐ญ๐จ ๐ž๐ฑ๐ฉ๐ฅ๐จ๐ซ๐ž ๐ฐ๐ก๐š๐ญโ€™๐ฌ ๐ง๐ž๐ฑ๐ญ? Letโ€™s connect

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.

๐‘๐ž๐š๐๐ฒ ๐ญ๐จ ๐ ๐ข๐ฏ๐ž ๐ญ๐ก๐ž ๐ ๐ข๐Ÿ๐ญ ๐ญ๐ก๐š๐ญ ๐ซ๐ž๐š๐ฅ๐ฅ๐ฒ ๐ฆ๐š๐ญ๐ญ๐ž๐ซ๐ฌ? Letโ€™s talk.

Address

6225 Sheridan Drive/Suite 318
Williamsville, NY
14221

Telephone

+17166358435

Website

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