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.

Key dates for tax form distribution

With the individual income tax filing season nearing, you may be searchingfor your tax documents. Take a look at the table below for estimateddistribution dates.

Tax reporting document	Approximate availability date
Form 1099-R	January 30, 2026
Fair Market Value Statement	January 30, 2026
1099 Tax Information Summary	February 16, 2026
Income Summary (FYI Statement)	February 27, 2026
REMIC Tax Information Summary	March 16, 2026
1042-S	April 1, 2026
Revised 1099 Tax Information Summary (tax year 2024 - revision 1)	On or about March 16, 2026
Revised 1099 Tax Information Summary (tax year 2024 - revision 2)	On or about April 3, 2026
5498	June 1, 2026
Revised 1099 Tax Information Summary (tax years 2021 – 2024) *Please note that timing is subject to change.	Monthly beginning May 2026

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