Helping you grow more than wealth

The Houston offices of RBC Wealth Management are pleased to announce that we were named a Best Places to Work by the Houston Business Journal for 2023. Each year, the Houston Business Journal recognizes the region’s top employers through their Best Places to Work program.

This year’s list includes 100 companies, which were ranked based on employee feedback gathered through an online survey. Responses from each completed employee survey were compiled and evaluated, with winners chosen in each of the categories by their composite score.

At RBC Wealth Management, we’re redefining what you can expect from a full-service investment firm. As one of the most respected financial institutions on Wall Street, the elements that have made us an industry leader are the very things that we think make us the right fit for you:

Fiscal strength and responsibility

With a long-standing reputation for integrity based on sound financial decision-making and putting client needs first, we are deeply committed to careful management of the wealth entrusted to us.

Comprehensive capabilities

As a global leader in financial services, we offer the broad range of resources and depth of expertise to help our clients build, preserve, enjoy and share their wealth.

Responsible Stewardship

Our first priority will always be the smart and careful management of the financial assets entrusted to us, but our commitment to being responsible stewards extends beyond that: to our clients, our communities, our employees, and the environment.

We’re proud to be a firm that stands out among our peers, because it means we’re serving our clients well. We invite you to experience the RBC difference for yourself.

  • Retirement Plan Rollovers
  • Retirement Income Planning
  • Portfolio Management
  • Estate Planning Services
  • Education Funding
  • Company Stock Option Planning
  • Tax-Exempt Municipal Bonds

2025 Texas virtual call schedule

Contact us  to register & for more information.

Market-pulse: key insights and trends with Rob Sluymer, Technical Strategist, Portfolio Advisory Group at RBC Wealth Management

Thursday, May 15, 1:15 p.m. (CT)

Social Security strategies with Griffin Geisler, Wealth Strategist at RBC Wealth Management

Wednesday, June 18, 1:15 p.m. (CT)

Roth conversion strategies with Robert Stern, Wealth Strategist at RBC Wealth Management

Thursday, July 17, 1:15 p.m (CT)

Wars, geopolitical shocks and the stock market with Eric Holsen,  Vice President, First Trust

Thursday, September 25, 1:15 p.m. (CT)

Topic & Speaker TBD

Thursday, October 16, 1:15 p.m. (CT)

Charitable giving and donor-advised funds with Cathy Walker, Manager, Trustee & Philanthropic Solutions at RBC Wealth Management

Thursday, November 20, 1:15 p.m. (CT)

Financial transitions and milestones with Robert Stern, Wealth Strategist at RBC Wealth Management

Thursday, December 11, 1:15 p.m. (CT)

Business owner resources at RBC with Rick Sweeney, Director, Insured Solutions Platform at RBC Wealth Management

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

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      Global Insight Monthly

      Global Insight Monthly cover - May 2025

      Imbalancing act

      Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »

      Take the next step

      Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

      Our Team

      Our team is located at

      750 Town and Country Blvd, Suite 325, Houston, TX, 77024, USA

      Our Advisors

      Find all advisor profiles here

      Terri

      Terri Edwards

      Vice President - Branch Director

      Our culture

      President Thomas Sagissor explains why RBC Wealth Management is dedicated to a culture for financial advisors that encourages autonomy and an entrepreneurial spirit.

      Latest Insights

      Red, yellow, green

      U.S. Recession Scorecard: Slow going

      Jun 13, 2025 | Jim Allworth

      Three years ago, all Recession Scorecard indicators were rated expansionary green suggesting to us that the U.S. economy was on a firm footing with a long way to run. However, the picture has become decidedly more mixed.

      Read more

      Prosper US cover

      Read the latest stories from the women of RBC in Prosper•US

      The Spring 2025 edition of RBC Wealth Management's Prosper•US magazine focuses on how our financial advisors are supporting clients of all ages, including Gen Xers as they work to boost their retirement savings. Check out the magazine for more from the women of RBC.

      Disclosures

      All other trademarks are the property of their respective owner(s).

      RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor. No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

      Securities offered through RBC Wealth Management. RBC Wealth Management is not affiliated with First Trust.

      Trust services are provided by third parties. RBC Wealth Management and/or your financial advisor may receive compensation in connection with offering or referring these services. Neither RBC Wealth Management nor its financial advisors are able to serve as trustee. RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.

      1. RBC Capital Markets, LLC is a wholly-owned subsidiary of, and separate legal entity from, Royal Bank of Canada. Royal Bank of Canada does not guarantee any debts or obligations of RBC Capital Markets, LLC. Credit ratings are not recommendations to purchase, sell or hold a financial position in as much as they do not comment on market price or suitability for a particular investor. Ratings are subject to revision or withdrawal at any time by a rating agency.
      2. Ratings (as of February 26, 2025) for senior long-term debt issued prior to September 23, 2018 and senior long-term debt issued on or after September 23, 2018, which is excluded from the Canadian Bank Recapitalization (Bail-in) regime.
      3. Ratings (as of February 26, 2025) for senior long term debt issued on or after September 23, 2018 which is subject to conversion under the Bail-in regime.
      4. Ratings outlook.

      RBC Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

      Financial advisors may not be registered in all states. Each financial advisor is only licensed to conduct business with investors within the states of registration. Information about state registrations may be obtained from individual or team websites or by contacting the individual directly.