RBC Wealth Management

Highlights

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Surrounded by a team of financial professionals, David Klein is committed to helping realize the wealth management goals of all his clients. In conjunction with a client's attorney and accountant, he is able to find out what works best for each individual or business entity, while assessing the risk/reward profile of the client as well as the client's short and long-term needs.

Our wealth management program is comprehensive, taking into consideration not only a client's current investment program, but also analyzing the need for proper estate planning including life insurance, trusts, succession planning, long-term care insurance, and annuities. In sum, we service the whole client and structure a comprehensive plan that is unique to each individual.