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 2024.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2024
Fair Market Value Statement January 31 2024
1099 Tax Information Summary February 15, 2024
Income Summary (FYI Statement) February 29. 2024
REMIC Tax Information Summary March 15, 2024
1042-S April 1, 2024
Revised 1099 Tax Information Summary
(tax year 2023 - revision 1)
On or about March 15, 2024
Revised 1099 Tax Information Summary
(tax year 2023 - revision 2)
On or about April 5, 2024
5498 June 1, 2024
Revised 1099 Tax Information Summary
(tax years 2020 – 2023)
Monthly, beginning May 2024

Global Insight Monthly

Global Insight Cover Image - June 2024Longevity: Cracking the aging code

Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.  Read the Global Insight Monthly »

Meet the team

Learn more about the Herrin Fisher Wealth Management Team

Latest Insights

A group of people talking at a table

Redder: Updating our U.S. Recession Scorecard

Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.

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