Helping you grow more than wealth

At the Eckelman, Bergamo, Yablosnky, Lamm Team, we take the time to get to know you and your goals.

With our more than 100 combined years of experience and varying areas of focus, our experienced team of financial advisors is dedicated to creating a customized wealth management plan, unique to you, your situation and your objectives.

We strive to help investors, families and small business owners maximize income and reach your milestones.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

We do:

  • Asset accumulation
  • Retirement planning
  • Cash flow strategies
  • Advice beyond investing
    • Tax-considerate strategies and legacy and estate planning services

RBC Wealth Management Online

Global Insight Monthly

Global Insight Monthly cover - October 2025

AI's big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. Read the Global Insight Monthly »

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.

Meet the team

Learn more about the Eckelman, Bergamo, Yablonsky, Lamm Team.

With change comes questions

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

Latest Insights

Group of financial advisors walking down a hallway talking.

Family offices reset following volatility in early 2025

After starting the year with market turmoil and trade concerns, ultra-high-net-worth family offices are adjusting their strategy to protect and grow their wealth.

Read more

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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