The ESOP Group - RBC Wealth Management

Advising ESOP companies and their owners since 1989

The ESOP Group at RBC Wealth Management is an experienced wealth management team working with business owners on the structure and sale of their privately held businesses to an ESOP. Through a consultative approach, the team focuses on creating liquidity and diversification for owners, while enhancing the solutions available to the company and employees.

Our mission is to provide customized technical and investment knowledge that results in the delivery of our unique client experience, where value exceeds expectations. We are committed to building our practice, so we can help more people grow personally and succeed professionally. It is our passion to become the very best team in the industry, where our primary focus is exceptional client service and where client success is celebrated.

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.¹

Moody's Aa1 and A1 / stable⁴
Standard & Poor's AA- and A / stable⁴
Fitch Ratings AA² and AA-³ / stable⁴

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

<ol> <li>RBC Capital Markets, LLC is a wholly-owned subsidiary of, and separate legal entity from, Royal Bank of Canada. Royal Bank of Canada does not guarantee any debts or obligations of RBC Capital Markets, LLC. Credit ratings are not recommendations to purchase, sell or hold a financial position in as much as they do not comment on market price or suitability for a particular investor. Ratings are subject to revision or withdrawal at any time by a rating agency.</li> <li>Ratings (as of December 3, 2024) for senior long-term debt issued prior to September 23, 2018 and senior long-term debt issued on or after September 23, 2018, which is excluded from the Canadian Bank Recapitalization (Bail-in) regime.</li> <li>Ratings (as of December 3, 2024) for senior long term debt issued on or after September 23, 2018 which is subject to conversion under the Bail-in regime.</li> <li>Ratings outlook.</li> </ol>

Proud to be a Forbes Best-in-State Wealth Management Team

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

<p>The 2025 Forbes Best-In-State Wealth Management Teams award was announced January 2025. Data as of 3/31/24. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience.The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information: <a href="http://www.SHOOKresearch.com">www.SHOOKresearch.com</a>.</p>

Read the latest stories from the women of RBC in Prosper•US

The Fall 2024 issue of RBC Wealth Management’s Prosper·US magazine is filled with inspiring stories for and about women. Read how our firm goes to bat for female athletes, our commitment to fraud and scam prevention and how one colleague’s ski patrol journey helps her maintain joy on the slopes and in the office. Plus, find tips to handle changes that may affect tax planning, health and wellness resources, and more.

<p>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.</p>

Global Insight 2025 Outlook: Beyond the Horizon

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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.

Pleased to serve you in Atlanta

We invite you to contact us to set up a meeting in our office:

Atlanta, GA office

3550 Lenox Road NE, Suite 1950
Atlanta, GA 30326

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