Educate, engage, empower.

How we serve you

Our job is to quiet the noise and walk beside you through life's inevitable transitions. By working with a concentrated number of clients, we build deep and lasting relationships and can consistently deliver on the promises we make.

Your time is your most sacred commodity. We strive to help you simplify your life so you can share your time and talents with others. We have walked many families through life altering events, navigating through difficult financial transitions with expertise, engagement, and empathy. We want our families to have the confidence in making hard decisions and knowing they have a support team behind them.

Our business is built on a foundation of thoughtful long-term relationships, stewardship, integrity, excellence, responsiveness, transparency, and genuine concern for helping others.

Clients come from various backgrounds and professions with unique situations, expectations, and goals. Still, despite differing circumstances, our clients tend to share core values, objectives, and feelings. They are often positive, honest, hard-working, courageous, confident, faith-based, and decisive by nature.

Our clients:

  • Are people who seek to simplify life by letting us organize and manage their financial plan.
  • Are engaged in our process and are active participants.
  • Understand we value the trust you put in us and will always do what is in their best interest.
  • Are family leaders who value mutual trust, respect and candor.

Our mission and commitment

Service, solutions, stewardship

Time is your most sacred commodity. We strive to help you simplify your life so you can share your time, energy and purpose with others.

Our purpose is to share our expertise and passions to quiet the noise and walk beside you through life's inevitable transitions. We walk with our families to be a supportive sounding board, help make confident financial decisions, while you live your legacy.

Wealth philosophies

  • Investing is a marathon, not a sprint.
  • Protecting wealth is different than growing wealth.
  • Time in the market, over timing the market.
  • The best investment you can make is always in yourself.

Global Insight Monthly

Global Insight Cover Image - Feb 2024The death of (traditional value)

Read the Global Insight Monthly »

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.

Latest Insights

Shibuya intersection

Shaking up corporate Japan

The Nikkei 225 recently climbed past its all-time closing high. We explore the factors behind investors’ enthusiasm and explain why a disappointing macroeconomic backdrop is not seen as obstacle.

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Contact

Howard Wealth Management Group

605-336-2550
megan.howard@rbc.com

Let's start the conversation

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