Proud to be a Forbes Best-in-State Wealth Management Team

We are proud to be recognized by Forbes in 2025 as a Best-in-State Wealth Management Team.

How we serve you

Our mission is to deeply understand your values and financial aspirations. Through thoughtful analysis and attentive listening, we assess your current financial position and future aspirations. We collaborate with you to craft and execute a tailored wealth management strategy, balancing growth opportunities with risk management. Ultimately, we help empower you and your family to realize your personal financial goals, transforming aspirations into tangible achievements.

Our process

We do not believe “one-size fits all”. Our comprehensive approach is to learn what’s most important to you, your family or your business. That includes your goals, ambitions and any unique circumstances that influence your investment decisions. The discussion centers around your risk tolerance, time horizon and your retirement income prior to developing customized investment strategies. Our interactive and collaborative approach allows us to design a plan that is adaptable to life changes and always tailored for you.

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.

With change comes questions

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

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    Disclosures

    The 2025 Forbes Best-In-State Wealth Management Teams award was announced January 2025. Data as of 3/31/24. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience.The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information: www.SHOOKresearch.com.

    Brian Coatoam is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, MA, MD, MI, MT, NC, NJ, NV, NY, OH, PA, SC, TX, UT.

    Brian Coatoam, NMLS # 522059, Derek Grimm, NMLS # 522106, Ryan Plank, NMLS # 870342, and Andrew Lyon, NMLS # 1413522 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.

    Derek Grimm is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, MA, MD, MI, NC, NJ, NV, NY, OH, PA, SC, TX, UT.

    Ryan Plank is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, MA, MD, MI, NC, NJ, NV, NY, OH, PA, SC, TX, UT.

    Andrew Lyon is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, MA, MD, MI, MN, NC, NJ, NV, NY, OH, PA, SC, TX, UT, VA.

    Read additional advisor disclosures.