The best returns are more than financial


Welcome

Our goal is to make a difference in our clients' financial well-being.  We utilize a long-term disciplined investment approach.  This approach helps our clients meet their financial objectives.  We match our clients' desire for superior returns with their tolerance for risk. 

We have over 80 years of combined experience in the investment business. Our team offers the highest level of service to our clients.  Our approach is accessible, cooperative and responsive.  We are committed to building relationships with our clients in order to help them achieve their financial goals.


Proud to Be a National Award-Winning Team

As a wealth management team, it is gratifying to have our team members recognized with industry awards because it means we are serving our clients well. We are very proud to have received the following prestigious awards.

Chuck Gall

  • Financial Times Top 400 Advisors list in the U.S.- 2015, 2018

Kelly Hale

  • Financial Times Top 400 Advisors list in the U.S. - 2014, 2015, 2018
  • Forbes America’s Top Women Wealth Advisors - 2017, 2018
  • Forbes/SHOOK State-by-State Top Wealth Advisor - 2018, 2019

 

Retirement is your next long-term venture

You've spent a lifetime discovering your passions. Retirement is your opportunity to pursue them, more than ever, with the ones you love. At RBC Wealth Management we’ll help you prepare financially for the retirement you envision. Because we believe, as you do, that the greatest returns are realized when you grow more than wealth. Contact us today to discuss what sets us apart and to learn how we can be of service to you.

Collision course?

With hardliners in the U.S. and Iran holding sway, the two longtime adversaries remain locked in a bellicose standoff. While a diplomatic off-ramp may emerge, we believe the crisis could unfold in a manner not yet fully appreciated by the oil market. Read the full economic outlook in the latest edition of Global Insight.

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation, please contact us.

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