The best returns are more than financial

How we serve you

We help individuals and families achieve financial security and peace of mind by offering a personal and comprehensive approach to wealth management. Identifying needs and goals is the first and most important step in the process. Then, we develop a plan designed to meet those needs and goals and adjust when unforeseen opportunities and challenges arise. Managing investments is an important part of most financial plans. We aim to take some of the fear and anxiety out of investing by creating diversified portfolios, customized with your specific objectives and risk tolerance in mind, and by encouraging a long-term perspective.

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.

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2025.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2025
Fair Market Value Statement January 31 2025
1099 Tax Information Summary February 18, 2025
Income Summary (FYI Statement) February 28, 2025
REMIC Tax Information Summary March 15, 2025
1042-S April 1, 2025
Revised 1099 Tax Information Summary
(tax year 2024 - revision 1)		 On or about March 15, 2025
Revised 1099 Tax Information Summary
(tax year 2024 - revision 2)		 On or about April 5, 2025
5498 June 1, 2025
Revised 1099 Tax Information Summary
(tax years 2021 – 2024)		 Monthly, beginning May 2025

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 »

Meet the team

Learn more about the Herrin Fisher Wealth Management Team

Latest Insights

Chess

Monetary policy possibilities

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

Read more

Bulletin Board

Disclosures

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.

Josh Herrin is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, FL, GA, ID, IL, MA, MD, MO, MT, NC, NE, NV, NY, OH, OR, PA, TN, TX, UT, WA.

Zach Fisher is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, FL, GA, ID, IL, MA, MD, MO, MT, NC, NE, NV, NY, OH, OR, PA, TN, TX, UT, WA.

Read additional advisor disclosures.