Welcome

We believe every investor should have a lifelong plan that provides long-term capital and income growth, a firm understanding of risk and reward, and the advice of a comprehensive team of investment professionals. We are committed to helping investors avoid the errors that can result when individuals without a disciplined approach react to the volatility of the financial markets. We are committed to providing quality and consistent advice that takes into account each client’s individual needs, while also providing multi generational investment counseling to help families reach their financial goals.

Our client profile

Our group is designed around individuals and their families. We help them build wealth, generate income in retirement, transition wealth, fund educations, make gifts to family and charity, insure the things they love, and finance their dreams. We advise client families having a net worth of $500,000 to $25,000,000. We also serve the investment and planning needs of non-profit organizations and retirement plans. We find our clients have worked hard to generate wealth and, together with our help, they can be better prepared financially to live fuller and more enjoyable lives.

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets. To set up a consultation, contact us.

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 »

Wondering what to do with your retirement plan?

When you leave your employer, you have several choices to make with your retirement plan. You can roll it into an IRA, move it to a plan with a new employer, keep it in your former employer’s plan or take your distribution in cash. Contact us to learn more about the RBC Rollover IRA.

Bulletin Board

Disclosures

Gary Bubalo is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, MD, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI.

John Lawien, NMLS # 1598310, Cheryl Meese, NMLS # 1964805, and Robert Bubalo, NMLS # 1573449 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.

John Lawien is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV.

Cheryl Meese is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV. Arkansas Insurance License #326670. California Insurance License # 0C57189.

Robert Bubalo is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI. Arkansas Insurance License #17524335. California Insurance License # 0K21072.

Joy Rasmussen is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV.

Read additional advisor disclosures.