How can we help you?

Family wealth management services

•    Develop custom wealth plan
•    Review current investment allocation and provide investment management services
•    Education planning services; 529 Plans, Custodial Accounts
•    Insurance review and solutions; Life insurance and Long-term Care

Retirement planning services

•    Management of retirement investment portfolios
•    Develop, review and adjust long-term retirement plan annually
•    Develop and review sustainable cash flow plan during retirement
•    Social security strategies
•    Review and consultation on 401k, 403b, 457, and TSP employer retirement plans
•    Retirement plan rollovers
•    Required minimum distributions 

Trust services

•    Provide trust solutions
•    Provide professional trustee services
•    Management of trust investment portfolios

Foundation and endowment wealth management services

•    Management of foundation and endowment investment portfolios
•    Investment policy statement
•    Sustainable withdraw strategies

Tax considerations, estate and legacy planning services

•    Gifting and wealth transfer strategies
•    Consultation with your attorney on estate planning issues
•    Consultation with your accountant on tax issues
•    Tax efficient portfolio management
•    Charitable giving

Business owner services

•    Investment  services for retirement plans
•    Employer sponsored plans; 401ks, 403bs, and SIMPLE IRA plans
•    Consultation services on business valuation and succession planning
•    Employee educational seminars

Administration and reporting services

•    Annual review meetings, periodic phone call and email updates
•    WebEx and zoom conference services available for virtual meetings
•    Monthly statements and annual tax reports
•    Online access for reviewing portfolios, online bill pay and research
•    Electronic funds transfer for income cash flow
•    Coordinate and review all financial documents 

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.