Let us help you grow more than wealth

Proud to be a nationally recognized team by Forbes

We are proud to be recognized by Forbes in 2025 as a Best-in-State Wealth Management Team.

We are proud that Financial Advisors Jackson Cousins and Benjamin Sicoli were named Forbes Top Next-Gen Wealth Advisors Best-In-State in 2024.

It's an honor to have teammates nationally recognized as some of the best in the industry - because it means we are serving our clients well. 

Write your personal retirement story

Rewriting retirement Cover imageAccess Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact us to help you prepare for your next chapter.

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

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Learn more about us. 

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