PREMIER WEALTH ADVISORS
special advertising section
Bob Kenny
(L-R) James Gilmore, Chris Forcade, Ken Stevens, Paula Harris,
of rbc wealth management
Rick Blunk, Carol Anderson, Mike Sieler, Terry Curnes, Nancy Bertacini, Ryan Palmquist, Barb Cook, Chuck Doane, Matthew Guynan, Kyle Miller, Matthew Wegehaupt
12910 PIERCE STREET SUITE 300 OMAHA, NE 68144 402-392-6105 RBCWMFA.COM/BOB. KENNY WHAT IS YOUR PHILOSOPHY ON WHAT IT MEANS TO BE A FINANCIAL ADVISORY PRACTICE?
RBC Wealth Management specializes in wealth management planning strategies, working with clients to anticipate current and future financial needs and to develop a plan to achieve their goals. Financial Advisor, Vice President, and member of RBC Wealth Management’s Financial Advisor Consulting Group, Bob Kenny takes wealth management very personally and strives to exceed his clients’ expectations of what a financial advisor can do for them. “Successfully meeting my client goals and receiving positive feedback from the client gives me the biggest sense of accomplishment,” says Kenny. WHAT IS THE PROCESS THROUGH WHICH YOU TAKE EACH CLIENT?
Bob creates a customized plan for each client through oneon-one meetings and in-depth discussions about client objectives. His thorough process assures clients that they will be assisted with the most refined
investment-planning tools and sound wealth management strategies. He also works to continuously examine each client’s specific financial picture in order to keep clients up-to-date on their financial goals. As a former president of the Downtown Kiwanis Club and an active member of the Omaha community, Kenny knows how important such personal interaction is. Kenny prides himself that RBC Wealth Management continually provides a customized wealth management planning process representative of the integrity and professionalism found in the Omaha business community. RBC Wealth Management does not accept buy, sell, or cancel orders by email, or any instructions by email that would require your signature. Please visit RBC Wealth Management Email Disclosures for material details about our products and accounts, as well as for other important information.Disclosure information regarding potential conflicts of interest on the part of RBC Capital Markets, LLC in connection with companies that are the subject of any third-party research report included in this email message may be found at Third-Party Research Disclosures. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/ FINRA/SIPC.
Curnes Financial Group
times, but more importantly, during the bad economic times.
9900 NICHOLAS ST. SUITE 360 OMAHA, NE 68114 402-397-5440 CURNESFINANCIAL GROUP.COM
DESCRIBE YOUR PRACTICE’S INVESTMENT PHILOSOPHY:
WHAT IS YOUR PHILOSOPHY ON WHAT IT MEANS TO BE A FINANCIAL ADVISORY PRACTICE?
We are an Independent Financial Planning fi rm. We strongly believe that by maintaining our independence, it allows us to minimize any conflicts of interest and always put the interest of the client first. As Financial Planners we are committed to solving financial problems through a comprehensive approach that looks at multiple aspects of a client’s financial life to insure that the pieces fit together into a complete picture. Our advisors follow a client-focused approach where they become advocates for each client. Their main goal is to help each client steer a sensible course, not only during good economic
We follow a fully diversified portfolio strategy. We work with each client to establish a Strategic Asset allocation that helps increase exposure to various investment categories. Secondly, we tactically weigh the portfolio based on our views of the current economic trends and select the best individual investments within each specific asset category in accordance with the client’s goals. Lastly, we monitor and periodically rebalance each portfolio to ensure client satisfaction and continued market compatibility. Securities and investment advisory services off ered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Curnes Financial Group and Cetera Advisor Networks LLC are not affiliated.
omaha magazine • november/december 2014
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