Welcome to the Rocky Mountain Complex

At RBC Wealth Management, we’re redefining what you can expect from a full-service investment firm. As one of the most respected financial institutions on Wall Street, the elements that have made us an industry leader are the very things that we think make us the right fit for you:

Fiscal strength and responsibility

With a long-standing reputation for integrity based on sound financial decision-making and putting client needs first, we are deeply committed to careful management of the wealth entrusted to us.

Comprehensive capabilities

As a global leader in financial services, we offer the broad range of resources and depth of expertise to help our clients build, preserve, enjoy and share their wealth.

Responsible Stewardship

Our first priority will always be the smart and careful management of the financial assets entrusted to us, but our commitment to being responsible stewards extends beyond that: to our clients, our communities, our employees, and the environment.

We’re proud to be a firm that stands out among our peers, because it means we’re serving our clients well. We invite you to experience the RBC difference for yourself.

  • Retirement Plan Rollovers
  • Retirement Income Planning
  • Portfolio Management
  • Estate Planning Services
  • Education Funding
  • Company Stock Option Planning
  • Tax-Exempt Municipal Bonds

The financial advisor's destination of choice

With a culture of autonomy, a leadership team that knows your name, and a sophisticated client solution platform, RBC Wealth Management continues to be the destination of choice for top financial advisors.

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      Take the next step

      Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

      Our Team

      Our team is located at

      1801 California Street, Ste 3900, Denver, CO, 80202, United States

      Our Advisors

      Find all advisor profiles here

      My Team

      Dan Ball

      Dan Ball

      Senior Managing Director - Complex Director, Private Client Group
      Kim Rains

      Kim Rains

      Vice President - Complex Assistant Manager
      Kat Robbie

      Kat Robbie

      Vice President - Complex Assistant Manager
      Anita Milner

      Anita Milner

      Complex Operations Manager
      Andrea Ervin

      Andrea Ervin

      Vice President - Complex Assistant Manager
      Gina Hall

      Gina Hall

      Complex Assistant Manager
      Lydia Hamilton

      Lydia Harvey

      Senior Complex Administrator

      Our culture

      President Thomas Sagissor explains why RBC Wealth Management is dedicated to a culture for financial advisors that encourages autonomy and an entrepreneurial spirit.

      Bulletin Board

      Latest Insights

      Chess

      Monetary policy possibilities

      Apr 24, 2025 | Atul Bhatia, CFA

      The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

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      Disclosures

      RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor. No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

      Financial advisors may not be registered in all states. Each financial advisor is only licensed to conduct business with investors within the states of registration. Information about state registrations may be obtained from individual or team websites or by contacting the individual directly.