Meet the team

team photo

Learn more about the Austin and Smith Wealth Management Group.

Helping you grow more than wealth

At The Austin and Smith Wealth Management Group, we view wealth not only as assets, but as a legacy – an opportunity to strengthen families for generations.  As a multi-generational team ourselves, we understand the values, hopes and responsibilities that shape each client’s financial journey. Our mission is to cultivate enduring relationships built on trust earned through unwavering integrity, thoughtful stewardship, exceptional service and client-first investment solutions.

Our team of professionals has over six decades of combined experience which brings clear strategies, investment capabilities, and a commitment to our clients and their families that helps ensure lasting prosperity and meaningful financial outcomes.

Through honesty, transparency and focus on our clients’ goals, we seek to add meaningful value in every stage of life so families can enjoy today while preparing for tomorrow.

Angie’s next Forbes piece: The Transformative New Female Economy Is Here, And Financial Advisors Need To Prepare

The rise of the female economy is one of the most significant financial shifts of our time. In her latest Forbes article, our Head of Wealth Strategies Angie O'Leary explores how women across generations are redefining wealth. They’re building it with purpose, investing with intention and creating impact that lasts. Read the article to see what this transformative era means for the future of wealth management.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

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.

Contact

Austin and Smith Wealth Management Group

315-449-7005
Elizabeth.moynihan@rbc.com

RBC Wealth Management backs women athletes at The Soccer Tournament

RBC Wealth Management proudly partners with The Soccer Tournament's (TST) women's event. At TST, elite athletes deliver the skill, intensity, & championship moments that redefine what's possible on the pitch.

We're championing women's soccer and the talent that's changing the game.

Tuition Madness 2026 graphic


Do you have a game plan for college costs?

Check out the 2026 Tuition madness brackets, which feature the projected four-year tuition costs for each team in the NCAA® men’s and women’s basketball tournaments. Any surprises? Let’s discuss your education funding goals today.

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The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.

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