Trusted advisors, professional services

Let us help you grow more than wealth

Our team is dedicated to assisting clients in identifying and achieving their life goals through appropriate strategies, open communication and exceptional service. We strive to help our clients by creating and implementing comprehensive wealth management plans allowing them to effectively accumulate, protect and transfer wealth. The result is a long-term relationship helping lead our clients to financial peace of mind. Contact us today to learn how we can help you achieve your goals.

HealthTech: Healing health care’s ailments

With bloated costs and gaps in access to quality services, the traditional health care model is plagued by its own chronic conditions. But at the intersection of health care and technology, we’re seeing the development of a remedy for what ails health care. We look at the change that is afoot and what it means for the investment landscape. Read the full economic outlook in the latest edition of Global Insight.

Like golfer Dustin Johnson, at RBC we deliver because we see things differently.

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.

It's all about staying connected

Thank you for trusting us as your wealth management partners. Our commitment to you goes beyond sharing our knowledge and expertise. If your current life or financial situation has changed, feel free to contact us and set up and appointment.

If you are not currently a client, and would like to learn more about our approach, we would love to hear from you.

Proud to work with a nationally recognized teammate

At the Generational Wealth Management Group, we are very proud that Financial Advisor Barbara Letvinchuk has received several prestigious awards. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations Barbara!

  • Forbes/SHOOK Best-in-State Wealth advisor - 2020, 2021
  • Forbes/SHOOK Top Women Wealth advisor - 2020, 2021

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