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.

Our team members have lived in multiple states and countries, are business owners and investors across various asset types, and are familiar with many of the associated complexities.   Tara is a dual Canadian-American citizen, having now lived equal portions of her life on either side of the 49th parallel, and Cole has lived in Sweden and Germany.

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 locations in Colorado Springs or 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

Cole at her first graduation.

When was Your Last Check-in?

Thu Jul 25 21:39:00 GMT 2024 | Cole Ruth

What kind of change might we affect if we set our sights and then check in on the person we want to become?

Read more
Cole at her first graduation.

When was Your Last Check-in?

Thu Jul 25 21:39:00 GMT 2024 | Cole Ruth

What kind of change might we affect if we set our sights and then check in on the person we want to become?

Read more
climbing shoes

It's the climb

Mon Jun 17 12:00:00 GMT 2024 | Cole Ruth

Where do we find the strength to face our personal battles?

Read more
climbing shoes

It's the climb

Mon Jun 17 12:00:00 GMT 2024 | Cole Ruth

Where do we find the strength to face our personal battles?

Read more
Greg and I at Opening Day for the Del Rey Yacht Club.

Put your records on

Fri Apr 04 00:22:00 GMT 2025 | Cole Ruth

Someone said: Every correction is unique and every correction is the same. A friend at the dog park called it an "economic wash cycle". Unfortunately, it might take a while. Until it's over, here are some ideas to treat your market anxiety.

Read more
Greg and I at Opening Day for the Del Rey Yacht Club.

Put your records on

Fri Apr 04 00:22:00 GMT 2025 | Cole Ruth

Someone said: Every correction is unique and every correction is the same. A friend at the dog park called it an "economic wash cycle". Unfortunately, it might take a while. Until it's over, here are some ideas to treat your market anxiety.

Read more

Latest Insights

Woman checking stock chart

Is the rebound for real?

May 29, 2025 | Robert Sluymer, CFA

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

Read more
College aged woman studying on floor with computer.

Think you're too late for a 529 plan? Think again

May 27, 2025 | RBC Wealth Management

A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.

Read more
Rollercoaster

Equity market roller coaster: How is your stomach?

May 22, 2025 | Kelly Bogdanova

The U.S. equity market has taken investors on a bumpy roller coaster ride, leaving some of us queasy. We discuss what drove the rally, lingering risks, and the market’s potential from here.

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

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