Simplify your financial life

Value statement

We work with foundations, high net worth individuals and businesses to provide the service, solutions and strategies needed to help create and preserve wealth in order to help our clients fulfill their dreams for themselves, their families and their communities.

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2021

Tax reporting document Approximate availability date
Form 1099-R February 1, 2021
Fair Market Value Statement February 1, 2021
Tax Information Summary: Forms 1099-DIV, -INT, -B, -MISC, and -OID February 16, 2021
REMIC Tax Information Summary March 15, 2021

Revised 1099 Tax Information Summary 

(tax year 2020 - revision 1)

On or about March 18, 2021
Form 1042-S April 1, 2021
Revised 1099 Tax Information Summary (tax year 2020 - revision 2) On or about April 5, 2021
5498 June 1, 2021
Revised 1099 Tax Information Summary (tax years 2017-2020) Monthly, beginning May 2021

Helping your adult children become financially independent

As your children embark upon their lives as independent adults, they face many financial challenges that weren’t present for you at the same age. We have a new Wealth Insights brochure, specifically addressing the challenges young adults face today, and it’s available for you to share with your children to help them navigate the fundamentals of wealth building.

Click to view Money matters for young professionals: The building blocks of wealth for today’s millennials. The guide discusses building a wealth plan, saving, debt management and sustainable investing.

Upcoming events

We are pleased to host the following upcoming events for our clients. For more information or to RSVP please visit our Events page or Contact us.

Investment Update from Marshfield Associates

Tuesday, March 9th, 2021 | 2:00 p.m. ET

Please join us to hear from Marshfield Associates. Marshfield will offer their thoughts about the market, provide an update on their current portfolio holdings and entertain your questions. Guest speakers will include Chris Niemczewski, Managing Principal at Marshfield Associates and Kim Vinick, Principal at Marshfield Associates. This will be a virtual presentation. Please contact our office for the meeting link and call in phone number. 

Hosted by: RBC Wealth Management - Hagerstown Branch

Adding value

In a conversation with the head of RBC Global Asset Management’s global equity investment team based in London, we look at how going beyond a company’s financial statements can be the most important source of added investment value. Read the full economic outlook in the latest edition of Global Insight.

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.


Why investors choose RBC Wealth Management

At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity, independence and reliability that allows you peace of mind.

#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and we are honored to work for a company that is committed to our clients and puts people first.

Meet the team

Learn more about The Fitzsimmons Group.

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.

Bulletin Board

Latest Insights

Can equities tolerate higher bond yields?

Feb 26, 2021 | Frédérique Carrier

The spike in yields of late has sent shivers through stock markets. But this rise, if contained, isn’t necessarily bad news for stocks.

Read more

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

Enjoy the Benefits of Paperless Delivery

Paperless delivery of your account documents is convenient, complimentary—and secure. Consider the many benefits:

Receive documents sooner
Streamline your recordkeeping
Conserve natural resources
Access your information anywhere
To get started, sign in to your personal accounts in the upper left-hand corner of my site, and click on the Go Paperless! link in the In The Spotlight section of the homepage to get started.  Please contact me if you have questions, or call 1-800-933-9946 for technical assistance.