Dewalt Honcoop Wealth Managers - RBC Wealth Management

Dewalt Honcoop Wealth Managers

Stephen R. Dewalt, CFP®, AWM

Senior Vice President - Financial Advisor,
Consulting Group

Brandon B. Honcoop, AWM

Vice President - Financial Advisor

Hilary J. Doherty

Financial Advisor

Heather Rutledge

Investment Associate

Bulletin Board

Markets Get a Reality Check

Equity investors face substantial two-way risks. Policy decisions and politics could take markets in either direction by year end. This warrants “neutral” market exposure. Read the full financial markets commentary as well as asset-class views and key forecasts in the latest edition of Global Insight.

Five Timely Financial Resolutions for 2012

It’s not too late to take some time to reflect on 2011 and ponder possibilities for the future. From a financial perspective, two things become clear: you have important goals as an investor and you need a plan to help you meet those goals. So we suggest you consider these resolutions:

Get your retirement assets in shape and consolidate.
Increase your retirement contributions.
Implement an asset allocation plan.
Review your life insurance policy.
Open a college savings account.

*Last Modified Date: 1/13/2012 3:05:00 PM

Value Statement

We use a solution-based process with a proven methodology to help you achieve your financial, estate planning and legacy goals. Acting in partnership with you, we deliver personalized investment counsel and custom portfolio management services designed to help you both enjoy living today while preparing financially for the future you want.

RBC Wealth Management is not a Tax Advisor. All decisions regarding the tax implications of your investments should be made in connection with your independent tax advisor.

Stephen R. Dewalt is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, FL, HI, IA, ID, IL, ME, MN, MO, MT, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI

Brandon B. Honcoop is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, FL, HI, ID, IL, KY, MO, MT, NM, NV, NY, OH, OR, PA, TX, VA, WA, WI

Hilary J. Doherty is currently registered to conduct business with residents of the following states: AK, AR, AZ, CA, CO, FL, HI, ID, IL, MO, MT, NM, NV, NY, OH, OR, PA, TX, UT, WA, WI, WY

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.