We help our clients with customized wealth management solutions for all stages of life. Every service we provide and solution we offer is directed toward helping preserve and enhance your wealth. Through relationships, expertise, and world-class capabilities, it is our mission to help expand your opportunities and simplify your life.
Thank you for taking a moment to get to know The McGeehan Wealth Management Group. Every client has different needs and a unique story. Understanding and responding to those needs is at the heart of what we do. It is our mission to simplify our clients’ lives and to provide peace of mind that you will have the financial security you need for yourself, and for generations to come.
Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »
At The McGeehan Wealth Management Group, we are very proud of Branch Director, Brooke McGeehan, for receiving the following prestigious awards. It is gratifying to have a teammate that is recognized as a leader in your industry, because it means we are serving our clients well.
When is the last time you have had your life insurance policy reviewed? There have been significant shifts in the insurance industry to accommodate important changes like the increasing life expectancy of our population, the reduced use of tobacco products, and significant advancements in medicine. RBC Wealth Management has resources that provide a no cost, no obligation review of life insurance policies. Together with the firm’s internal professionals, we will review your policy to help confirm it is still adequate for your needs and overall financial goals. Contact us if you are interested in a complimentary insurance policy review.
Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity.
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. Contact us to set up a consultation.
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At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.
