Let us help you grow more than wealth

Value Statement

Gary's main objective is long term financial success for his clients. No matter where you are in your financial life, Gary is committed to helping you secure your financial future. Whether you need accumulation strategies in your earning years, income in retirement or legacy planning, Gary has the experience and knowledge to help fulfill your financial goals.

Investment Philosophy

  •  Asset Allocation
  • Tax Management
  • Risk Management
  • Flexibility to meet changing needs

Investment Process

  • Listen, understand your needs
  • Gather financial and qualitative information
  • Analyze and evaluate financial status
  • Develop and discuss planning recommendations, revise if necessary
  • Implement wealth management plan
  • Monitor, measure and adjust as necessary
  • Utilize RBC wealth management tools and resources in process

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Updates

When to start taking Social Security benefits

Social Security can be an important part of your retirement income stream. The decision about when to begin taking the benefits you have earned may have important consequences. Start them early and your monthly income will be lower than if you wait until your full retirement age. Delay them and your monthly “paycheck” will be larger. Please contact me for help determining when it may be appropriate for you to start taking social security benefits and to explore strategies for maximizing benefits for married couples.

Disclosures

Gary Frederick is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KS, MN, MO, MS, NC, NE, NY, OH, PA, SC, TN, TX, VA, WA. Arkansas Insurance License #1023776.

Gary Frederick, NMLS # 1884866 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.