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.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
Learn more about The Holohan Investment Group
May 20, 2022
May 10, 2022
Strength you can trust
2022/2023 dollar limitations for retirement plans
We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.