The Holohan Investment Group

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.

Meet the team

Learn more about The Holohan Investment Group

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.

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Latest Insights

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Monetary policy possibilities

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

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Have you switched jobs recently?

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.

Disclosures

Joseph Holohan is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI, WV. California Insurance License # 0D27125.

George Holohan, NMLS # 1873267, and Liam Holohan, NMLS # 2426329 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

George Holohan is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV.

Liam Holohan is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MS, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA, WI, WV.

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