Greyrock Wealth Advisors - RBC Wealth Management

Client services & solutions overview

1. Trust services are provided by third parties. RBC Wealth Management and/or your financial advisor may receive compensation in connection with offering or referring these services. Neither RBC Wealth Management nor its financial advisors are able to serve as trustee. RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.

2. Services may be provided by third-party vendors.

3. Securities-based loans involve special risks and are not suitable for everyone. You should review the provisions of any agreement and related disclosures, and consult with your own independent tax and legal advisors about any questions you have prior to using securities-based loans or lines of credit. Additional restrictions may apply.

4. Certain lending services are offered by bank affiliates of RBC Wealth Management. Subject to credit approval; additional terms and conditions may apply. RBC Wealth Management and/or your financial advisor may receive compensation in conjunction with offering or referring these services.

5. RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in consultation with your independent tax or legal advisor.