rbcwealthmanagement.com
Important information
Sign in
Greyrock Wealth Advisors
Sign in
>
Important information
>
Home
>
About
About us
>
Our wealth management process
>
Our investment philosophy
>
The RBC Wealth Management difference
>
Client experience
>
Offerings
A wealth of client solutions
>
Institutional & Endowment Services
>
Advantages of credit
>
RBC Private Wealth
>
RBC WealthPlan
>
Insights
>
Contact
>
Our wealth management process
What we do and how we do it
Wealth planning with RBC WealthPlan and eMoney
Establish goals
Determine risk
Create investment strategies
Create net worth statement
Track portfolio results
Retirement income planning
Integrate WealthPlan goals when creating plan
Maximize income
Minimize taxes
Identify solutions to meet income needs
Personalized asset management
Personalize your portfolio to meet your growth, income and security needs
Review progress
Option Strategies
Employee stock planning and compensation
Real property strategies
Identify cash flow opportunities
Diversify your portfolio
Investment property financing
1031 exchanges
Portfolio and asset risk
Protect your financial security
Enhance after-tax wealth
Provide non-asset based solutions
Minimize estate taxes
Tax considerations
In conjunction with your tax advisor, we can identify strategies to protect your wealth and minimize the impact of taxes
Personal and business
Maximize charitable giving
Estate and legacy planning services
In conjunction with your attorney we identify strategies to protect your estate and family
Simplify estates
Minimize liabilities
Business planning
Plan for the efficient and most advantageous transfer of your business
Protect interest
Key person insurance
Commercial banking
Liquidity and liability planning
Securities-based lending
Mortgages
Business financing and leasing
Budgeting
Education planning
Identify cost of higher education
Implement structure for tax advantaged strategies
Tailor investment portfolio to meet needs
<p>RBC Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.</p>
<p>Trust services are provided by third parties. 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.</p>