Dedicated to helping you achieve your financial goals


Strategy. Execution. Success.

We work with individuals, families and small businesses to help them identify and achieve their financial goals.


Three ways we serve the best interests of clients

The U.S. Department of Labor (DOL) fiduciary rule is now effective. Regardless of what rules may be in place—now or in the future—you can depend on our commitment to putting clients first, our commitment to preserving choice of investments and our commitment to preserving choice of how to pay for services. Learn more about the DOL rule and contact us today with any questions or to discuss your retirement goals.


Take control of health care in retirement

No matter what you want your money to help you accomplish in life, planning for health care expenses in retirement is essential. Download Taking Control of Health Care in Retirement to learn more about the steps we can take together to help you prepare for a long, happy—and healthy—retirement.

Emerging markets: A ripe climate

With safe and effective vaccines starting to emerge and the U.S. dollar notably weak, we look at the potential benefits of emerging market equities and bonds, particularly in Asia.  Read the full economic outlook in the latest edition of Global Insight.

Take the next step

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. To set up a consultation, please contact us or call team member Mary Farnham at: 651-766-4921

Latest Insights

Historical photo of members of WAFA (1996)

How a small group of female stockbrokers sparked a movement that continues 30 years later

30 years ago, a handful of trailblazing women came together to rise in a male-dominated industry. Today they are grooming the next generation of female leaders as our 300-member-strong RBC Wealth Management Women’s Association of Financial Advisors.

Read more