ALBANY — Whether funding for retirement or an education, maintaining a certain lifestyle or preparing for a major purchase, three life-stages are experienced by individuals and families in the Capital District: Asset accumulation phase, risk management phase (conservation and income), and wealth transfer or legacy planning phase.
A primary concern today for clients in our area is who will manage my own or children’s wealth 10, 20, 30 years from now? According to Forbes, the average age of an advisor in the U.S. is 51 years old (as of July 2017). A principal benefit at RBC Wealth Management in Albany is our office’s multi-generational practice. Relationships are the foundation to proper financial management: predicated upon advisor-client collaboration, having a strategy and plan, implementation of that plan, plus an ongoing monitor and review process given life’s unexpected events.
As a life-long, millennial resident in the Capital Region, I seek a long-term relationship with my clients, built on the foundation of mutual trust and respect. I offer advice to my clients on how to achieve their financial goals by helping them create, preserve and transfer their wealth.
What’s important to you?
Professional wealth management helps you answer this question, prioritize your objectives, and prepare financially to accomplish them. Helping you with the financial side of achieving what is important to you is central to everything we do at RBC Wealth Management.
Planning for retirement
Creating an income during retirement
Funding an education
Maintaining or enhancing your lifestyle
Preparing for a major purchase
Protecting your family or income
Creating the legacy by which you want to be remembered
Find out more information on my website: www.timdistefanorbc.com
Non-deposit investment products offered through RBC Wealth Management are not FDIC insured, are not a deposit or other obligation of, or guaranteed by, a bank, and are subject to investment risks, including possible loss of the principal amount invested.