Bay Area Wealth Management Group at RBC Wealth Management

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.

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Wealth isn't just what you leave behind, it's part of the legacy you pass on.

A well-designed wealth transfer plan helps protect assets, strengthen family bonds and pass your values on for multiple generations.

Contact me to learn about RBC Echelon, and we can help you and your family communicate and prepare for the future.

For families balancing wealth, legacy and philanthropy, a donor-advised fund (DAF) can act as both a planning strategy and a vehicle for values-driven giving.

Have you considered how a DAF could fit into your family's philanthropic vision?

I can help. Contact me today.

RBC Wealth Management – U.S. recently conducted a national survey of wealthy individuals to provide insights into the family dynamics of wealth transfer.

We found that wealth transfer goes beyond money, it’s about passing down values and priorities. Open, values-based conversations with family members help allow a family to build on the past and project those values into the future.

I can help you start the conversations toward creating a legacy with family harmony.

In the Investor’s Edge newsletter for summer 2025, gain insights on alternative investments, budgeting during market uncertainty, top financial consideration when facing divorce, and learn about growth in the women’s sports industry.

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Private jet travel is all about you and your lifestyle. Traveling on your schedule, you gain access to thousands of airports – including hard-to-reach destinations promising new adventures and unmatched privacy. Let’s talk about how our bespoke travel services can take your family in new directions.

Your family’s safety isn’t optional—it’s essential. Threats can strike anytime. Get expert risk assessments, real-time monitoring and elite protection when it matters most. Contact me to learn more about RBC Echelon’s global security partner.