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:

  • Better Homes for North Carolina — Chair
  • Wake County Smart Start — Board Member
  • North Carolina Division of Marine Fisheries — Commissioner
  • Project ALS — Chair of Team Chris Combs
  • Raleigh Ducks Unlimited — Past Chair
  • Interact of Wake County — Past Treasurer
  • UNC REX Healthcare and Rex Hospital Open
  • University of North Carolina at Chapel Hill
  • Legislative Breakfast on Mental Health
  • Kenan Flagler Business School
  • UNC Men's Golf Team
  • The Rams Club
  • Medical Foundation of North Carolina
  • First Tee of the Triangle
  • StepUp Ministry
  • St. Mary’s School
  • Warrior Club
  • Parrott Academy
  • Red Sword Guild
  • Junior League of Raleigh
  • Boy Scouts of America
  • Delta Waterfowl
  • The Leukemia and Lymphoma Society
  • Roof Above
  • National Wildlife Turkey Federation
  • Boys and Girls Club
  • Camp Kanata
  • Frankie Lemmon Foundation
  • White Memorial Presbyterian Church and Weekday School
  • Christ Church
  • Coastal Conservation Association