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.


What's next?

As the 2020 U.S. election approaches we examine how results could affect the Fed, its policies, and U.S. fixed income markets. Read the full economic outlook in the latest edition of Global Insight.

How RBC Wealth Management keeps you safe

A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to protect you and allow you to have access to our services without interruption. Learn more.

Learn more about the CARES Act

The Coronavirus Aid, Relief, and Economic Security (CARES) Act is the largest stimulus bill in American history. Learn more.

Want to discuss how this applies to your situation? Contact us for more information.

#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.

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
  • Forbes/SHOOK Top Women Wealth advisor - 2020

Let's start the conversation

If you'd like to discuss anything you learn about here in more detail, please fill out the form below.

*Required fields

Explore our new Women's Workbook

Women Wealth WorkbookWe’ve created a practical guide designed to comprehensively assess your financial health and identify actionable steps you can take to build more confidence in your plans for tomorrow. The workbook also contains several hands-on worksheets you can use to write your own financial story.

Download the workbook

 

Please contact us to discuss your financial concerns and together we’ll work to give you confidence in your wealth plan.