Helping you grow more than wealth

How we serve you

As RBC Wealth Management advisors, our goal is to successfully guide our clients along their personal financial journey. For some, this may involve providing a customized approach to their financial plan. For others, our mission may solely involve managing a meaningful portion of a client’s total portfolio. Regardless of our role, the commitment is the same: to listen carefully, to thoroughly understand each client’s unique situation, and to present thoughtful and calculated solutions. Ultimately, we strive to meet, or exceed, our clients’ expectations by delivering targeted investment results, best-in-class resources and personalized service.

We welcome an opportunity to meet with you to provide further insight into our practice and to discuss the possibilities of working together.

Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

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

Heritage Wealth Group team photo

Learn more about the Heritage Wealth Group

Visit us in Greenville

401 N. Main St. 2nd Floor
Greenville, SC 29601

Latest Insights

Gold on a scale

Gold: More than meets the eye

In a conversation with RBC Capital Markets, LLC Commodity Strategist Christopher Louney, we look at aspects driving the gold rally and explain how world events and policy shifts could impact its prospects.

Read more

Let's start the conversation

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