Strengthening your financial securitySM

Who we are

The Folsom-Sweeney Group offers wealth management advice and financial solutions in a professional and caring manner.  

Our team dedicates our combined knowledge and experience to help investors with their wealth management. 

Every relationship is built on personal attention with a long-term view.  We don't take clients for granted and consider it a privilege and honor to help clients achieve their financial goals.

A reputation of trust

At RBC Wealth Management, we’re proud to have earned a reputation for individual integrity, corporate responsibility and overall fiscal stewardship. There are thousands of investment firms to choose from out there, but investors pick us as much for their confidence in our strength and stability as for the comprehensive approach to wealth management and world-class investment solutions we offer. We look forward to earning your trust.

Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

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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.

Latest Insights

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Long bonds for the long-term investor

Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.

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Meet the Team

Learn more about The Folsom-Sweeney Group

 

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