Helping you grow more than wealth

How we serve you

Bellew Wealth Management Group takes a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with RBC Wealth Management’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life.

No matter where you are in life—just starting out, in your peak earning years, nearing retirement or contemplating your legacy—we are here for you. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances.

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

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    Global Insight Monthly

    Global Insight Monthly cover - April 2025

    Global equities: a confluence or possibilities

    Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

    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

    Chess

    Monetary policy possibilities

    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.

    Read more

    Year-end checklist

    RBC Wealth Management put together a list of important year-end planning topics to review—including: tax-sensitive strategies, ways to boost your retirement savings and charitable giving tips—for success in the new year.

    > Review the checklist

    Taking a few moments to plan ahead can help you take advantage of potential opportunities to grow your wealth and get you one step closer to reaching your goals. Contact us today to discuss how we can be of service to you.

    Let's start the conversation

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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.

    Rick Bellew is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WA. Arkansas Insurance License #5415520. California Insurance License # 0c38863.

    Rick Bellew, NMLS # 2357666, and Alex Goodelman, NMLS # 2691891 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

    Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

    Alex Goodelman is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WA. Arkansas Insurance License #18418981.