Benefit from earned expertise
St. Louis Private Wealth is considered one of the leading investment practices in the country. From multiple industry awards to a notable number of esteemed designations, all of the team’s accomplishments are earned. Today, like yesterday and tomorrow, we lead with hard work and a commitment to creating sustained wealth for people and their families.
Always here for you
From hyper disciplined investing to comprehensive client service, the absolute best is our standard, and we put in the hard work to achieve it.
Devin St. Louis
Tom McGill
Brett Schimmel
Dariia Lobas
Maria Constanza
Investment management
Discipline above all else
At St. Louis Private Wealth, we don’t believe in shortcuts. Through diligent investment management, we enable clients to participate in market upsides while mitigating downside risks.
Invest in financially sound companies
We eliminate ambiguity by scrupulously vetting the companies in which we invest your money.
Avoid speculation
A sound investment discipline must be independent of speculation. As Devin likes to say, “If you speculate, you’re either going to be lucky or you’re going to be wrong – and getting lucky just isn’t repeatable.”
We focus on keeping your capital liquid
Your money is yours, and we work to ensure it is available to you when and as you require it.
Wealth planning
Experts in building sustainable wealth
We work to preserve your capital now and for generations to come. Not only seeing clients reach their goals, but also showing them those goals are sustainable – it’s what drives us in all we do.
1. Understand your circumstances
We study every aspect of your finances to discern risks that require mitigation as well as recognize opportunities to be capitalized upon.
2. Weigh options carefully
We apply our expertise to present all the suitable options for your unique circumstances and guide you in selecting the optimal approach.
3. Plot a road map to success
We craft a detailed plan to deliver you to your desired destination, and keep you there.
4. Engage partners to deliver comprehensive solutions
We execute on your plan, drawing on the specialized knowledge of our various esteemed RBC wealth partners.
First-class service
If it concerns your financial wellbeing, it concerns us
Our clients value our track record for attending to all their wealth needs quickly, efficiently, and effectively. We pride ourselves on true service excellence: solving problems before our clients even become aware of them.
Proactive approach
We take the lead in anticipating and attending to needs, uncovering opportunities, and driving your wealth forward.
Your financial starting point
A call to St. Louis Private Wealth is the only one you need to make regarding any money matter.
Never too busy to help
As your wealth partners, we are eager to bring financial clarity and confidence to you, your family, and your inner circle.
On the pulse
Through frequent touch points, we maintain an up-to-date view of your circumstances so we can best cater to them.
Insights
How can we help you tody?
It’s a question we’re asking now, and will continue to ask you time and time again.
Email:st.louiswealth@rbc.com
Phone:403-299-7074