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

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How we serve you

We specialize in providing proactive wealth management planning services, estate planning services and assists organizations with retirement plan solutions with the goal of higher participation rates, higher contribution levels and well-thought-out asset allocation plans among plan participants. We develop long-lasting relationships with our clients, acting as your trusted professionals who bring order, clarity and customized performance to your financial lives. We focus our years of experience on serving the complex wealth management needs of organizations, families, and high-net-worth individuals who seek the level of knowledge and experience that we bring to them as their primary wealth advisory resource.

Managing employer-sponsored plans

We focus on helping our clients manage retirement plans for their employees. As a plan sponsor, you have a fiduciary responsibility to regularly review your plan and make sure your costs are reasonable. Reviewing participant demographics, investment menu choices, educational materials, fiduciary issues and provider services can help you manage risk and optimize the value of this benefit for your employees. Our goal is to support and bring you ease through this process. For more information on 401(k) plans and to receive a complimentary benchmarking review of your plan, please contact us.

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

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.

Write your personal retirement story

Rewriting retirement Cover imageAccess Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact us to help you prepare for your next chapter.

Social Media

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Take advantage of summertime and assess your midyear financial goals. As you make necessary adjustments, let me know if you have any questions or changes in your situation.

There's no reason to wait to get your finances in order. Learning about finances early can benefit you in the long run and the perfect time to start is now. Connect with me to learn about financial empowerment resources.

Are you tired of juggling multiple retirement accounts? Consolidate them with RBC Wealth Management to help you see a big-picture view to better plan for and manage your retirement income. Our financial advisors are ready to help. http://www.rbcwealthmanagement.com/en-us/find-an-advisor?utm_medium=organic-social&utm_source=hearsay-social-platform&utm_campaign=research-and-insights&utm_id=d85e5e8faa5ec4fdfb7370e220c9ca57

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.

Disclosures

RBC Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

Steven Dimino is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, MA, MD, MO, MT, NC, NH, NJ, NM, NV, NY, OR, PA, SC, TN, TX, VA.

Steven Dimino, NMLS # 2244594, and Bruce Gelfand, NMLS # 1744947 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.

Ryan Seewald is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TX, VA, WA, WI.

Bruce Gelfand is currently registered to conduct business with residents of the following states: CA, CT, DC, DE, FL, IL, MA, MN, NC, NH, NJ, NY, OH, PA, SC, TN, UT.

Meet the team

Learn more about The Dimino-Seewald Group

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