In the client's best interest

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.


Write your personal retirement story

Access Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact us to help you prepare for your next chapter.

Our vision, mission, and values

Vision:

To be the premier advisory group focused on financial stewardship to help you live the lifestyle you desire now and for future generations.

Mission:

We endeavor to make a meaningful difference in each client’s life. We are committed to maintaining the highest standards of integrity and professionalism in our relationships with you. We assist in accumulation, preservation and the transfer of wealth, so you can leave a lasting legacy for those you hold dear. We accomplish this by building life-long relationships with you, your family and your professionals. We represent you with pride — so you are equally proud to recommend us to others.

Values:

Driven by three core values — faith, family, and country — the Hardee Investment Group acts in the clients’ best interests.

Proud to be part of a AA- company

We are pleased to announce that our parent company, RBC, received the Standard & Poor’s investment grade rating of AA- which indicates a “very strong capacity to meet financial commitments.” This is the second-highest rating possible and is an example of our commitment to always maintaining the highest standards possible for our clients. Please contact us today to learn more about how we can put the strength of RBC to work for you.

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families and institutions and their assets. Call us today at 713-853-0879.

New to the Hardee Investment Group?

If you are new to the Hardee Investment Group, we encourage you watch the video below to learn more about our top advisor, Will Hardee, and the Strength You Can Trust.

Important information