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Proud to be a Forbes Best-in-State Wealth Management Team

We are proud to be recognized by Forbes in the following years as a Best-in-State Wealth Management Team.

  • 2023
  • 2024
  • 2025

Proud to work with nationally recognized teammates

As a wealth management team, it is gratifying to have multiple 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. 

David Henwood

  • Forbes Best-In-State Wealth Advisor - 2023, 2024, and 2025 

Miles Green

  • Forbes Best-In-State Wealth Advisor - 2024 and 2025

Let us help you grow more than wealth

We are a team of financial advisors providing individuals, families, business owners and institutions with investment and wealth management services. Since 1999, we have served as a trusted professional to our clients to help them achieve their financial and lifestyle goals, with client assets growing to over $1 billion. We act as fiduciaries, building long-term relationships based on trust, integrity, transparency and exceptional client service.

Vision statement

For all of our clients to have financial peace of mind.

Our mission

Our team’s mission is to provide our clients with financial peace of mind by working with them to create a customized plan to achieve their goals. Our process and ongoing review assures that the plan stays on track. We focus on advising affluent families and institutions on all areas of wealth management including high quality, tax considerate, asset management tailored to each client’s goals and risk tolerances, retirement and legacy planning, protection strategies and liquidity needs. We strive to build long term relationships with our clients and their families based on trust, integrity and exceptional client service. 

Our value statement 

With over 90 combined years in the business, advanced degrees, CFA designations and the backing of a world class firm, our team has the knowledge base and support to ensure you and your family stays on track to achieve your goals for your life and future generations. We are unique in our investment management as we are the investment managers, building customized portfolios for you using individual stocks and bonds. This allows us to truly know and monitor exactly what you own. We charge one transparent fee that covers all the services we provide. We act with integrity in everything we do to build trust and long term relationships with our clients and their families and strive to always maintain a high level of excellence.

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With evolving regulations and the rise of AI, investors face new challenges and opportunities. Responsible investing is expected to grow, with investors showing interest in renewable energy and climate adaptation. Read our current newsletter for insights: https://www.rbcwealthmanagement.com/assets/wp-content/uploads/documents/solutions/responsible-investing-newsletter.pdf

Looking to simplify your financial life and avoid confusion? Consolidate your accounts for a clearer picture of your assets and easier tracking of your retirement investments. Send me a DM to learn how.

Be on alert to avoid financial fraud, especially imposter scams, which are the most common type reported. At RBC Wealth Management, we’re here to help. See our fraud and scam recovery guide and connect with me to learn more. https://docs.rbcwealthmanagement.com/us/0433-fraud-scam-recovery-guide.pdf

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 »