The best returns are more than financial

 

How we serve you

In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams—and a clear roadmap for getting where you need to go.

As your personal advocates, we provide you with advice that is tailored to your circumstances and priorities. We start with a detailed plan for all you’d like your wealth to achieve. Over time, we adjust your plan as your circumstances change, so you can embrace your financial future with confidence.

We are here to provide quality strategies customized to your needs—and to be your primary source of financial advice. We concentrate on developing longterm relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions and extensive wealth management experience.

Global Insight Monthly

GI Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Read more in Global Insight Monthly

Take the next step

We welcome you to experience the Woods Rooney Lamb Group difference yourself. Contact us today to set up a meeting.

Meet the team

Learn more about the Woods Rooney Lamb Group.

Latest Insights

The White House

Power tools

The White House has made broad interpretations of existing legislative authority to make unilateral policy moves. We examine how this centralized ad hoc decision-making raises structural concerns and how the economic policy framework may evolve.

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In the Investor’s Edge newsletter for fall 2025, gain tips on using RMD funds, scoring a touchdown with wealth planning, investing when young, key strategic considerations for business owners and business succession planning.

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When it comes to your health, is the standard enough? Affluent families increasingly turn to options for additional access, priority coverage and concierge medicine. If private health care is a strategy for you, contact me for our RBC Echelon distinctive solutions.

Did you know financial advice and data can help business owners thrive? Running a business involves many moving parts and it is impossible to be an expert at all of them. Reach out to see how I can help.