Herrin Fisher Wealth Management Team

The best returns are more than financial

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How we serve you

We help individuals and families achieve financial security and peace of mind by offering a personal and comprehensive approach to wealth management. Identifying needs and goals is the first and most important step in the process. Then, we develop a plan designed to meet those needs and goals and adjust when unforeseen opportunities and challenges arise. Managing investments is an important part of most financial plans. We aim to take some of the fear and anxiety out of investing by creating diversified portfolios, customized with your specific objectives and risk tolerance in mind, and by encouraging a long-term perspective.

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.

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2025.

Tax reporting document	Approximate availability date
Form 1099-R	January 31, 2025
Fair Market Value Statement	January 31 2025
1099 Tax Information Summary	February 18, 2025
Income Summary (FYI Statement)	February 28, 2025
REMIC Tax Information Summary	March 15, 2025
1042-S	April 1, 2025
Revised 1099 Tax Information Summary (tax year 2024 - revision 1)	On or about March 15, 2025
Revised 1099 Tax Information Summary (tax year 2024 - revision 2)	On or about April 5, 2025
5498	June 1, 2025
Revised 1099 Tax Information Summary (tax years 2021 – 2024)	Monthly, beginning May 2025

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