Giving back to our community and clients

Our affiliation with RBC gives our clients access to benefits and resources that only a company with the enviable capital strength and global reach of RBC Wealth Management can provide. Our independent structure and proprietary approach to investment advisory services enable us to deliver personalized, flexible solutions to each client we serve. 

Our stewardship commitment extends beyond helping you manage your wealth. Our deep sense of duty to our clients and communities is part of our value system that drives every decision we make and guides every action we take.

As an ingrained part of the Triangle community, it is our duty and honor to actively support various local charities and organizations such as:

  • UNC REX Healthcare and Rex Hospital Open
  • University of North Carolina at Chapel Hill
  • Medical Foundation of North Carolina
  • Team Chris Combs & Project ALS
  • Interact of Wake County
  • First Tee
  • Step Up Ministry
  • St. Mary’s School
  • UNC Golf Team
  • Red Sword Guild
  • Rex Hospital
  • Ducks Unlimited
  • Junior League
  • Boy Scouts of America
  • Saint Mary’s School
  • Kenan Flagler Business School