Friend Wealth Group - RBC Wealth Management

A Raleigh-based team dedicated to your long-term financial confidence

Welcome to The Friend Wealth Group

Your idea of a secure future in North Carolina is about more than just numbers. At The Friend Wealth Group, we work with local families and business owners to help turn complex financial lives into clear, simple plans. Whether you’re growing a business or planning for the next generation, we’re here to help you move forward with confidence.

Partnership

We partner with clients - individuals, families and businesses to form a long term trusted advisory relationship. Our goal is to provide wealth management advice and strategies that are tailored to your needs.

Peace of mind

We strive to provide clients financial peace of mind, delivering objective and advice designed to give clients the confidence to pursue their own dreams and passions as the transition through life's financial cycles.

Guided experience

For established families and professionals
You’ve spent decades building your success here in North Carolina. Now, it’s time to protect it. From tax-considerate Roth conversions to multi-generational estate planning services, we provide the steady, 'family-first' guidance to help you enjoy your retirement with total confidence. Contact Joe
For high-income executives and entrepreneurs
Whether you’re navigating a pre-IPO exit, planning your business succession, or managing life after the sale, you need an advisor who understands the local pace of innovation. From complex equity compensation to tailored post-exit strategies, we help provide high-touch, responsive advice designed for your most ambitious milestones. Contact Alex.

Neither RBC Wealth Management, a division of RBC Capital Markets, LLC (“RBC WM”), nor its affiliates or employees provide legal, accounting or tax advice. All legal, accounting or tax decisions regarding your accounts and any transactions or investments entered into in relation to such accounts, should be made in consultation with your independent advisors. No information, including but not limited to written materials, provided by RBC WM or its affiliates or employees should be construed as legal, accounting or tax advice.

Our commitment to you

We believe your time is your most valuable asset, and we’ve built our team’s process to respect it.

Prompt, professional support: When major decisions arise, you shouldn't have to wait. We're here when you need us, with a commitment to providing the answers you need within a business day.
A relationship-first approach: We take the time to know you and your family personally. To us, you’re never just a line on a balance sheet—you’re our neighbor.
Convenient access: Whether you’re at home or on the go, you can always track your progress and stay connected to your plan through the RBC Wealth Management app.

Global Insight Monthly

A renewed Middle East conflict: How long and how great a disruption?

Oil prices threaten $100+ per barrel while S&P 500 valuations face mounting pressure. RBC Capital Markets examines conflict duration scenarios, energy market disruptions, and equity implications.

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

Learn more about Friend Wealth Group.

2025 / 2026 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2026 because of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2026.

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. © 2025 RBC Wealth Management, a division of RBC Capital Markets, LLC, registered investment adviser and Member NYSE/FINRA/SIPC.

Latest Insights

Central bank alphabet soup

The FOMC, BoC, BoE, ECB, RBA, and BoJ held policy meetings this week amid uncertainty caused by the Middle East crisis. While policymakers acknowledged that uncertainty, markets increasingly believe central banks may need to tighten policy rates.

Sorry we couldn't submit this form at this time. Please try again later.

Let's start the conversation

Thank you!
Thank you for providing the requested information.

Please fill in all the mandatory fields. To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this form.

First name is a required field.