Our mission is to guide and counsel our clients to help them evaluate and meet their personal financial goals. We implement our time-tested holistic process and goals-based approach to investment management and wealth planning.
Our process is built upon a foundation of integrity and attention to detail. We understand that each client has specific needs, goals, wants and wishes. We provide customized and tailored plans for our clients.
We are honored to serve as the stewards of our clients’ wealth plans.
Learn more about The Holohan Investment Group
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
May 20, 2022
About RBC
May 10, 2022
Strength you can trust
January 3, 2024
2023/2024 dollar limitations for retirement plans
While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.
If so, it’s important to know where your assets are, and where they are going. Call us today to discuss the advantages, disadvantages and potential tax consequences of your IRA rollover options, and how they will affect your retirement. Together we will carefully choose the option that best fits your needs and retirement goals.
