Our mission

Our mission is to be trusted advisors through providing meaningful investment and wealth planning solutions that are consistent with our clients short-term and long-term needs and aspirations.

How we serve you

We build client wealth through recessions and expansions, market crashes and bubbles, fear and euphoria. Planning for today, helping protect your tomorrow and preserving your family legacy is the “North Star” of our practice

Our team believes in:

  • Hard work
  • Understanding your needs as our client
  • And meeting your needs in a personal and professional manner

For you, the client and your family, these beliefs lead to customized solutions, enhanced wealth – retirement and legacy planning strategies. The result you can expect is a personal wealth plan that aligns investment strategy with your lifestyle needs.

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.

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. 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.

Meet the team

Team Photo

Learn more about the Trident Wealth Solutions Group.

image of Jim Wozniak

Jim Wozniak, AWM, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Director Group
image of David Morris

David Morris, AWM

Senior Vice President - Financial Advisor, Senior Portfolio Director Group
Steve Ticcioni

Steve Ticcioni, CFP®, CPA*, MBA

Financial Advisor
Rob Kuehn

Rob Kuehn, CFA, CFP®

Senior Investment Associate

Latest Insights

Man waiting

Another round of the Fed’s waiting game

Inflation remains calm in 2025, but tariff-related price hike concerns have kept the Fed sidelined. We look at the Fed’s commentary, the impact of market forces and political pressure on yields, and the probability of rate cuts before year’s end.

Read more

Let's start the conversation

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