Helping you grow more than wealth

Our mission

Once we fully understand our clients’ goals, objectives and needs, we work with them to provide custom-tailored portfolio management strategies with choices and flexibility for the types of investments, varying from traditional stock, bonds and mutual fund accounts to fully managed, pre-determined, strategic asset allocation strategies. All of this allows our clients, whether they are starting a new portfolio or transferring an existing portfolio, the ability to select which types of investments and fee-payment systems best fit their risk tolerance and investment objectives.

We are dedicated to developing and implementing strategies to help individuals, trusts, charitable organizations and businesses meet their long-term goals. We are client-driven and client-conscious—focusing on the client’s best interest throughout the decision-making process. We seek to establish long-term relationships with our clients to guide them over time, not merely through a single transaction.

Our extensive experience through major market shifts enables us to help our clients develop appropriately allocated portfolios to address their specific financial goals. Our mission is to provide every client with targeted, integrated financial advice and portfolio management strategies with the highest level of personal service and professional integrity. Investment advice and activity may be paid by either commission per trade or an advisory relationship arrangement.

We are The Appalachian Trail Investment Group with a combined 35 years in the financial services industry.

GI Monthly Cover November 2022China charts its course through turbulence and transformation

As China faces challenges to growth and development, we reflect on the outcome of the 20th Communist Party Congress and what it means for investors. Read the full economic outlook in the latest edition of Global Insight Monthly.

Strength you can trust

Distinguished by a long heritage of financial strength, integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Be cyber aware

In today's digitally connected world, not everyone is who they claim to be. That’s why we are committed to helping our clients learn how to protect themselves and their data. Learn 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.

Latest Insights

Capitol building at sunset

Midterms and the market: Welcome back, gridlock

We look at how the election could impact U.S. equities and key industries, and point out the market has its own rhythm when it comes to the midterms.

Read more
Beach with dark skies

What are the investment implications of a UK recession?

Amidst market turmoil and leadership changes, the UK faces a range of economic challenges. We survey the factors that could impact investment.

Read more

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