Our mission

Our team has 90+ years of collective experience guiding and serving individuals, families, corporations and nonprofit/endowment organizations. We have joined together to deliver a comprehensive approach to wealth management advice and solutions. Through our commitment to professional service, and backed by the resources of RBC Wealth Management, our mission is to assist clients in creating a well-crafted plan to help them achieve their financial goals. Our Financial Advisors, Mike and Charlie, continue as primary advisor for each of their current respective relationships. Our financial professionals, Ana and Sofia, support all of your service needs, striving to exceed your expectations. 

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Syracuse

Social Security strategies

May 12, 2026 12:30 PM Eastern Daylight Time - May 12, 2026 01:30 PM Eastern Daylight Time
Location To Be Determined

Join us for a presentation from Griffin Geisler on clients’ options for when and how they decide to collect on their Social Security benefits.

Competitive rates for your cash

Managing your day-to-day cash is a critical component of your wealth management plan. To help make sure your cash is working for you, RBC Wealth Management offers a cash sweep program that provides competitive interest rates. Visit RBC Insured Deposits to view our program Terms and Conditions and our current rates.

Global Insight Monthly

GI Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

Read more in 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

Learn more about us.

Latest Insights

Federal Reserve

Kevin Warsh launches his own Fed renovation project

This week brought the highly anticipated first policy meeting under the Warsh regime at the Fed. We look at how the Warsh era kicked off and how the central bank may evolve under its new chair.

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