2025 Texas North virtual call schedule

To register and receive more information, contact us and please refer to the session you wish to attend.

Contact us 

Navigating your Medicare with Griffin Geisler, Wealth Strategist at RBC Wealth Management

Thursday, September 25, 12 p.m. (CT)

Market update with Janet Engels, head of the Portfolio Advisory Group at RBC Wealth Management

Thursday, October 16, 12 p.m. (CT)

Charitable giving and donor-advised funds with Cathy Walker, Manager, Trustee & Philanthropic Solutions at RBC Wealth Management

Thursday, November 20, 12 p.m. (CT)

Financial transitions and milestones with Robert Stern, Ultra High Net-Worth Strategist at RBC Wealth Management

Thursday, December 11, 12 p.m. (CT)

Business owner resources at RBC with Rick Sweeney, Director, Insured Solutions Platform at RBC Wealth Management

Dedicated to earning your trust

Value statement

At RBC Wealth Management, we aim to understand our clients "why". We focus on your needs and objectives in order to provide proactive wealth management specifically tailored to you. This helps guide you to your desired outcomes. Combining RBC's deep resources with our teams 20+ years of experience, we provide the flexibility and reliability you can lean upon to keep you on track.

Small town standards of service with the resources of a global financial leader

While the landscape may differ from location to location, the people I serve share many similarities. They are family-oriented and civic-minded. They work hard and are careful with the wealth they have accumulated. They are down-to-earth and insist on honest, straightforward business relationships and recommendations. They go the extra mile to do a job right — and expect their financial advisors to do the same for them.

We share these values with our clients. We view it as our job to help your family accomplish their financial goals, so they can focus on growing more than wealth. Perhaps these are reasons why our clients choose us over other financial advisors.

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Global Insight Monthly

GI Monthly

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

Read more in Global Insight Monthly

Meet the team

Learn more about the Tripp-Ubanoski Investment Group.

Let's start the conversation

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