Risk managed wealth management 

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.

Qualified & Customized Services

  • Retirement Planning
  • Retirement income planning
  • Tax conscious investment management.
  • Estate & Tax planning services
  • Business owner & executive solutions
  • Collaborate with clients’ other advisors.
  • Philanthropic planning solutions
  • Family education and generational wealth transfer
  • Elder & healthcare planning
  • Education planning
  • Protection Planning: Life, Disability, Long Term Care
  • Cash management services.
  • Credit Access Line

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.
  • Being prepared is a way of life.
  • 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.

Why investors choose RBC Wealth Management

At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity and reliability.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Download the app

Connecting with us and checking on your accounts is easier than ever with our new mobile app, available for free on the App Store and Google Play. You'll have the freedom and flexibility to view your total portfolio, check account balances, see market performance at-a-glance, and more.

Disclosures

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.

Mary Howard is currently registered to conduct business with residents of the following states: AZ, CO, CT, DC, IA, IL, MA, MN, MO, MS, NY, OH, OR, SD, TX, UT, WA, WI.

Megan Howard is currently registered to conduct business with residents of the following states: AZ, CO, CT, DC, IA, MA, MN, MO, MS, NY, OH, OR, SD, TX, UT, WA, WI.

Read additional advisor disclosures.