RBC Wealth Management
Phil Grella- RBC Wealth Management
Phil is entering his 30th year with RBC Wealth Management and has helped professionals navigate their investing, estate planning services, retirement planning, insurance, and cash flow needs. Phil has been honored to work directly with the NJDA, in managing their investment portfolio, as well as several members personal wealth management needs. To learn more, call Phil at 973-410-3426 or email at philip.grella@rbc.com.

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RBC Wealth Management

Please join us for an exciting Webinar on “Age Proofing Your Brain”


Retain Your Brain Webinar
Wednesday, September 25, 2024 | 4:00pm EST

It's understandable that we're desperate for a quick fix to one of the greatest collective health fears- losing our minds (cognitive function). So, can we prevent, or at least slow, the aging of our brains? More research available today reveals a powerful message- that we, not our genes, can have control over our brain health. Join us to learn more about the following:

  • Why your brain may not be the same age as you
  • How brain health can affect your lifestyle and finances
  • Practical tips to age-proof your brain

Hosted by:
Phillip Grella, CFP®
Senior Vice President – Financial Advisor
Senior Portfolio Manager – Portfolio Focus

Ryan Sullivan, CFP®, CRPC®, RCC™
Vice President and Managing Director
Applied Insights | Hartford Funds

REGISTER HERE


 

For NJDA members we are offering a free analysis of your existing plan or an analysis of which plans may be best for your practice if starting out.

Our mission is to provide innovative investment solutions and counsel to affluent individuals and their families. We advise, guide, and motivate our clients to implement strategies that simplify their lives, as well as grow and preserve their capital. Our team works in concert with our client’s other advisors, such as Certified Public Accountants and attorneys, to formulate customized and comprehensive strategic life solutions.

Our expertise is acting as your primary advisor. We have a long history of going the extra mile for our clients and will be tireless in our pursuit to gain and keep your trust and satisfaction.