Our mission

With decades of financial experience between us, our mission is to provide a comprehensive approach to financial planning and investment management to help you achieve not only your financial goals, but your life dreams. We understand investing can be complex and often overwhelming. We strive to eliminate confusion, reduce stress and provide sound guidance in the navigation of an ever-fluctuating market. By taking extra care to clearly understand what’s important to you, we are able to align your finances with your lifestyle and priorities. As a team of experienced financial advisors with diverse experiences and perspectives, we use a collaborative process to explore and create unique solutions for you and your family.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Global Insight Monthly

Global Insight Monthly cover - October 2025

AI's big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. 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 

Team photo for Kelly, Brown, & Reilly Wealth Management Group

Learn more about us. 

Latest Insights

Red gold and green

U.S. Recession Scorecard: Stuck … with reduced visibility

The scorecard indicators remain mixed, including a shift in the yield curve indicator. The government shutdown has limited employment data, confirming a cautious investment approach is needed, as ongoing policy and trade shifts affect the economy.

Read more

Let's start the conversation

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