Helping you grow more than wealth

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Global Insight Monthly

Global Insight Monthly cover - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »

Latest Insights

Umbrellas

Nothing new about September slides for stock markets

Equity investors have long dreaded September. But we provide some context as to why stocks tend to sag in the month and explain why investors should keep their eye on the long-term ball when it comes to portfolio positioning.

Read more

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

Learn more about us

My Team

Mark Palombi headshot

Mark Palombi, CDFA®, CFP®, CRPC®

Managing Director - Financial Advisor, Senior Portfolio Director Group

Image of Shannon Murphy

Shannon Murphy

Senior Investment Associate

Image of Carolyn Madden

Carolyn Madden

Client Associate

Proud to work with a nationally recognized teammate

The Palombi Wealth Management Team is very proud that Financial Advisor Mark Palombi has been named a Forbes Best-in-State Wealth Advisor for 2025. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Mark!

Let's start the conversation

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