Coatoam Private Wealth Group - RBC Wealth Management

The benefit of a primary advisor relationship

Coordinating on your behalf

Successful wealth management requires the skill and coordination of a wide range of professionals. While these specialists have expertise in their individual fields, the services they provide may affect the work others are doing on your behalf. Even though you have a team of highly trained professionals, you may not want to be responsible for keeping the lines of communication open between them.

Our team can take the lead role in helping you accomplish your financial goals. This includes working with your:

CPA
Attorney
Trust officer
Private banker
Insurance specialist

Our group is able to manage your professional relationships for you and has the freedom to choose from a wide variety of products and services to deliver customized wealth management solutions.

With access to RBC’s global resources we have the flexibility to work in concert with trusted internal and external professionals to expand financial opportunities for you, including tailored recommendations regarding growing assets, managing risk, providing a retirement income and creating your legacy.

We encourage you to experience the benefits of working with a primary advisor for yourself.