Your prosperity is our mission


With a team of elite advisors, attorneys, tax and investment professionals, we execute advanced strategies to build and sustain your wealth.

Diane Tucker

Senior Wealth Advisor

|

Tom Hoy, MBA

Associate Advisor

|

Roberta Sparrow

Senior Associate

|

Recent Posts

How to plan for care as you age

Nov 04, 2024 | RBC Wealth Management

Watch a panel of specialists discuss strategies and resources you can use to navigate care for yourself or a loved one.

Read more
Top scams of 2024: What to watch for

Top scams of 2024: What to watch for

Oct 30, 2024 | Portfolio Advisor – Fall 2024

One of the best ways to protect yourself from fraud is to be aware of the most common scams that fraudsters are leaning into right now. Learn some of the top scams of this year and how to protect yourself against them.

Read more
Navigating turbulent waters: Staying the course through geopolitical volatility

Navigating turbulent waters: Staying the course through geopolitical volatility

Oct 29, 2024 | Portfolio Advisor – Fall 2024

When the world seems chaotic, it is natural to worry about your investments. Wars, political upheaval, and global events can deliver...

Read more