Sherri Clemens - RBC Wealth Management Financial Advisor

At Sherri Clemens - RBC Wealth Management, we pride ourselves on delivering personalized financial advice tailored to meet the unique needs of each family, individual, and business we serve. Located in the heart of Pittsburgh at PPG Place, we operate under the Keiser Wealth Management Group, where every recommendation is client-specific and designed to align with your financial goals.

Our approach is consistent and structured, ensuring that we meet our clients' expectations and preferences. Over the years, we have built strong and lasting relationships with our clients, treating them like family and sharing common values that foster trust and success.

Our services encompass a variety of financial solutions, including retirement planning, investment management, and personalized financial strategies. We stay abreast of the latest changes, such as the new limitations on retirement and other benefit plans set for 2024 due to cost-of-living adjustments by the IRS and the Social Security Administration.

Additionally, we are committed to financial education, offering innovative activities and games to help young people learn about the stock market, investing, and personal finance.

Key Points:

- Personalized Advice: Tailored to meet the specific needs of each client.

- Strong Relationships: Built on common values and treating clients like family.

- Educational Initiatives: Helping young people understand finance through engaging methods.

- Regulatory Updates: Keeping clients informed about important changes affecting their financial plans.

Registration and Affiliations:

Thomas Keiser is registered to conduct business with residents in multiple states, including but not limited to AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, MA, MD, MI, MN, MS, MT, NC, NE, NJ, NM, NY, OH, OR, PA, SC, TX, VA, WA, WV. Both Thomas Keiser (NMLS # 1906423) and Alex Costa (NMLS # 2285587) through City National Bank may receive compensation from RBC Wealth Management for client referrals.

Important Disclosures:

- Banking products and services are provided by City National Bank, an affiliate of RBC Wealth Management.

- Investment products offered through RBC Wealth Management are not FDIC insured, not guaranteed by City National Bank, and may lose value.

- Investment and insurance products are subject to investment risks, including possible loss of principal amount invested.

For a financial strategy that is as unique as you are, visit Sherri Clemens - RBC Wealth Management Financial Advisor at PPG Place, One, #2900 in Pittsburgh. Let us help you achieve your financial goals with confidence and peace of mind.