Robert L. McDermott

Click here to learn more about our team

Your financial compass

Welcome to our practice

We provide financial, estate planning and investment management advice and create customized wealth management solutions to affluent investors, corporate executives, retirees, and business owners.

Driven by our passion to help people achieve peace of mind about their financial security, we focus on capital preservation and research. Acting as your financial compass, we provide direction, control and clarity so you know that you and your family or organization are on track to achieving your goals at every step along your journey.

Train arriving, symbolizing timely insights

Market Research

Insights

Get the latest market insights and trends from our internal research experts.

Market Ethos - 17 August 2026

Benefits of going abroad

With most portfolios still heavily U.S. tilted, there are strong diversification benefits from international, which can help reduce portfolio AI exposure risks.

Read more

Investor Strategy - August 2026

Extra time

Markets have been rangebound over the past months. AI correction is weighing on markets, but good economic and earnings data is supportive.

Read more

Wooden walkway over windy field

Tax & Estate Planning

Strategies

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

Estate planning

Joint ownership: helpful or harmful?

Understanding joint ownership and getting the right advice can help you avoid surprises, complications, and costly mistakes in your estate plan.

Read more