Let Us Help You Grow More Than Wealth


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

Our Team

Our team is located at

2100 Pennsylvania Ave NW, Ste 810N, Washington, DC, 20037, United States

Beth Rafferty

Beth Rafferty

Senior Vice President - Branch Director

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Marc Kim

Vice President - Complex Assistant Manager

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Liam Kelly

Branch Service Manager

Latest Insights

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The commoditization of AI models and compute

Jul 10, 2026

Model providers and hyperscalers may not capture the significant AI-generated value many investors project. We explore how enterprises are looking to control costs, where value is accruing, and how it could affect the investment landscape.

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Thinking of moving to a different state for lower taxes? Here’s what you need to know before relocating

Jul 09, 2026

Tax savings can be a powerful motivator for moving states, but it’s not the only factor to consider.

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What is an IPO? A look at initial public offerings and how they work

Jul 03, 2026

Discover the mechanics of IPO investing, from understanding share allocation to researching new listings.

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