Let us help you grow more than wealth

Who we are

We combine more than 50 years of investment service, education and experience. As an integral component of our service blueprint, we develop a personal wealth plan with detailed strategies to pursue your short- and long-term financial objectives. We pledge to: listen to your concerns, understand your personal financial goals, customize strategies, provide quarterly account reviews and annual meetings, track how your investments are performing against your goals and deliver outstanding service.

Proud to work with a nationally recognized teammate

At Clemens Private Wealth Management Group, we are very proud that Financial Advisor Gabrielle Clemens has received prestigious awards. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Gabrielle!

  • Forbes Top Women Wealth Advisor Best in State - 2020, 2021, 2022, 2023, 2024
  • Forbes Best-In-State Wealth Advisor - 2021, 2022, 2023
  • Working Mother's Top Wealth Advisor - 2021 
  • Advisor Hub - Advisors to Watch - 2022, 2023

2024 / 2025 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2025 as a result of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2025.

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

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 »

City National Bank - Experience the benefits of a deeper wealth management relationship
CNB - Experience the benefits of a deeper wealth management relationship

Social Media

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Instead of passing on an inheritance, giving your children cash to buy a home can be a smart move — as long as you’re not jeopardizing your own retirement.

Should You Help Your Adult Children Buy a Home?

With current home prices and mortgage rates making it difficult for many young adults to achieve homeownership on their own, financial support from parents can make a big difference. Check out these ways parents of adult children can help without jeopardizing their retirement funds and goals.

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Barbara Corcoran encouraged her children to work jobs while they were young and allowed them to fail, she says: They developed "independence and self-pride."

Self-made millionaire Barbara Corcoran: I insisted my kids 'work real jobs'—it built 'satisfaction and confidence'

The 75-year-old “Shark Tank” star shares insights on how she set her kids up for success.

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Stay informed about the Social Security COLA increase for 2025 and its impact on retirees.

Social Security cost-of-living adjustment (COLA) increase for 2025

Keeping an eye on the cost-of-living (COLA) increase coming in 2025 is essential for a secure retirement. Learn more about what this means for you and how to make sure your financial plans are on track for the future.

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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.

Meet our team

Learn more about Clemens Private Wealth Management Group.

Parade of rainbow flags

Celebrating LGBTQ+ Pride

We are proud of our firm’s ongoing support of the LGBTQ+ community, both internally and in our community. For the 14th year, RBC Wealth Management–U.S. was recognised by the Human Rights Campaign’s Corporate Equality Index 2023 with a top score on the nation’s foremost benchmarking survey measuring corporate policies and practices related to LGBTQ+ workplace equity.

Contact us to learn more about our commitment to equal rights for all, or if we can help you plan for and achieve your goals as an LGBTQ+ individual, couple or family.

Are you helping your children pay for college?

With college tuition costs on the rise, education funding has become a critical wealth management component for many parents who want to help their children avoid a heavy debt burden so early in life. If you’re planning on helping your children pay for college, there are a variety of funding options available to you. Contact us today to discuss which option may be right for you.

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.