A framework for success

We help clients and their families achieve their goals and have confidence in their decisions by using our SMART Process (Straightforward, Multi-generational Advice that's Reliable and Trusted).  Our team serves as a resource to address all of our clients' financial concerns, reduce stress, and nurture peace of mind.

Create your retirement paycheck

RBC Retirement Paycheck Wealth Insights ReportA personalized retirement income plan can give you confidence and clarity by identifying your assets and available sources of income - along with their tax implications - to help create a secure retirement paycheck. In this Wealth Insights guide we’ll help you create your personalized retirement paycheck.

Download the RBC Retirement Paycheck Wealth Insights guide

Having a trusted contact person is important

If we think you may be a victim of fraud, we will contact you. Fast action can help resolve issues quickly. A trusted contact person is someone you authorize us to contact in limited circumstances, such as if we're unable to reach you and have concerns about activity in your account. This person should be someone you trust, such as a family member, friend or professional (such as your attorney). Your trusted contact person will not be an authorized party on your accounts and your account details will not be shared with them. 

Connect with us today to add a trusted contact person to your account.

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.

Meet the team

Learn more about The Goldman Monroe Team

Latest Insights

Red, yellow, green

U.S. Recession Scorecard: Slow going

Jun 13, 2025 | Jim Allworth

Three years ago, all Recession Scorecard indicators were rated expansionary green suggesting to us that the U.S. economy was on a firm footing with a long way to run. However, the picture has become decidedly more mixed.

Read more

Bulletin Board

Disclosures

James Goldman is currently registered to conduct business with residents of the following states: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NY, OH, OK, PA, RI, SC, SD, TN, TX, VA, VT.

James Goldman, NMLS # 1657626, and Mark Monroe, NMLS # 1882911 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.

Mark Monroe is currently registered to conduct business with residents of the following states: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NY, OH, OK, PA, RI, SC, SD, TN, TX, VA, VT.

Read additional advisor disclosures.