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.
RBC Wealth Management
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.
Customized Solutions for Business Owners
As a business owner, you have a complex financial life. Each day you have to balance the demand to grow your business with making sound financial decisions for your company and your family. And with a significant portion of your personal wealth most likely concentrated in your business, you need a personalized plan that will work for you.
That’s why at RBC Wealth Management, we offer a set of business owner solutions that can be customized to meet your needs. Whether you are dealing with issues like cash management, retirement plans, personal investments, or business succession planning, I am committed to working with you, your business and your family in a way that simplifies your decisions and your financial life.
Contact me today to discover how I can be of service to you.
