Let’s build a roadmap to live out your dreams

We thrive on seeing our clients leverage their wealth to live the life of their dreams. 

Managing your assets and overseeing your comprehensive financial picture is just part of what we do. Our mission is to help you articulate your goals and provide a clear roadmap for how to achieve them.   

No matter where you are on your journey or what life throws at you, we'll work tirelessly to create the best strategy for any given situation – no matter how complex. 

The more we know about you and your family, the better we can serve you. Here’s a list of our services. As one client recently said, “If it has anything to do with money or strategy, I'll call you.”

Our core values:

  • Impact: We aim to be a positive force in the lives of our clients. We strive to always add value.
  • Laughter: We bring joy to our work. We believe collaboration should be fun. We want our clients to look forward to our meetings, not dread them.
  • Strategic guidance: We are solution builders, guides and subject matter experts. We believe clarity is freedom. To that end, we help our clients think long-term and make informed decisions that bring them closer to realizing the outcomes they desire.

Who we serve - a national reach

Just because a financial advisor lives near you does not mean they are the best advisor for you. The important thing is having an advisor who understands you, is someone you trust, and is equipped to meet the intricacies of your unique situation.

Having lived in multiple states (New York, North Carolina, Florida, Michigan, Oklahoma, Alabama and Washington!) and abroad in Germany and Sweden, Cole is familiar with many of the associated complexities.

Our clients include: 

  • Multi-generational families
  • Business owners & entrepreneurs
  • Retirees and others experiencing major life shifts
  • Estate inheritors, heirs, trust beneficiaries, and those affected by or engaged in wealth transfer  
  • Multinationals
  • Non-profit organizations, foundations, endowments
  • Individuals in:
    • Tech
    • Energy
    • Real estate
    • Construction and construction-related services
    • Entertainment
    • Health & health sciences 
    • Higher ed   

We routinely meet clients via phone and virtual meetings, but also enjoy in-person collaborations. When it makes sense, we travel to meet you at your office, your home or an RBC office location that is convenient for you. Of course, you are always welcome to visit us at our primary location in Palm Desert!

Two ways of working with us

In the past, people employed a broker to manage their private wealth. Today, we do far more. If most of your wealth is tied up in real estate or employer-sponsored plans, you may not need traditional asset management – but you still need a plan and a guide.
1. Fee-only investment planning: In this arrangement, we will create a customized plan, and meet regularly to make sure you are on track, but we do not manage your assets. 
2. Fee-basis: In this arrangement, we manage your accounts for a fee based on the amount of assets at RBC. Wealth planning is included in that fee.
Which arrangement is best for you? Give us a call and let’s discuss!
 

Our investment philosophy & approach

We are dedicated to helping our clients achieve their dreams and recognize each path is unique. We deploy a goals-based wealth planning approach that starts with learning about you and where you are headed. 

Working together, we will identify strategies & implement solutions to help grow your wealth, fund your lifestyle today and tomorrow, and facilitate a legacy that you deem worthwhile. 

How we work together is dynamic and iterative and focused on problem-solving and solution-building. 

We consider all facets of wealth management relevant to your situation.

Read more about our investment philosophy and our approach..

Our core beliefs in working with you: 
We educate. We activate. We solve. We care. 

Featured

My friend Betty looking fabulous at 92

What I'm Taking With Me

Fri Aug 22 17:51:00 GMT 2025 | Cole Ruth

Are you living a life of intention? I've lost two dear friends this month and there's no force like death to put life in perspective.

Read more
My friend Betty looking fabulous at 92

What I'm Taking With Me

Fri Aug 22 17:51:00 GMT 2025 | Cole Ruth

Are you living a life of intention? I've lost two dear friends this month and there's no force like death to put life in perspective.

Read more
My father the pilot in his C-141 circa 1980.

Life Lessons from the Clipboard King

Mon Sep 04 21:34:00 GMT 2023 | Cole Ruth

What do you do when you find yourself in uncharted waters? I asked my father, a former pilot and lifelong clipboard devotee. Here's what he said.

Read more
My father the pilot in his C-141 circa 1980.

Life Lessons from the Clipboard King

Mon Sep 04 21:34:00 GMT 2023 | Cole Ruth

What do you do when you find yourself in uncharted waters? I asked my father, a former pilot and lifelong clipboard devotee. Here's what he said.

Read more
A picture of our new rescue dog, Moxie.

Rise Together!

Fri Jun 30 07:00:00 GMT 2023 | Cole Ruth

Dog ownership, heart health, longevity and the case for investing through the ups and downs.

Read more
A picture of our new rescue dog, Moxie.

Rise Together!

Fri Jun 30 07:00:00 GMT 2023 | Cole Ruth

Dog ownership, heart health, longevity and the case for investing through the ups and downs.

Read more

Latest Insights

Federal Reserve

Six rate cuts in search of a reason

Sep 11, 2025 | Atul Bhatia, CFA

With the Fed poised to lower overnight interest rates next week, we think investors may be disappointed with what lowering rates is likely to accomplish. We look at the potential asset-class implications if the Fed moves too aggressively.

Read more
Two business people inspecting robotics in a manufacturing facility.

Will the economy’s 2025 resilience continue?

Sep 08, 2025 | Joseph Wu, CFA

After outpacing cautious expectations in the first half of the year, the global economy could face new challenges from trade policy uncertainty and inflation over the coming months.

Read more
Grandparents

Executive summary: The biotech revolution and longevity

Sep 04, 2025 | Frédérique Carrier

There’s more to a long life than simply a long lifespan. The number of years we spend in good health, or healthspan, is key. With biotech spurring promising medical innovations, we look at how it can fit into investment portfolios.

Read more

Why investors choose RBC Wealth Management

At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity and reliability.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields