Helping you grow more than wealth

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 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

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Latest Insights

mature business owner looking at ipad

Exploring the psychology of charitable giving: Three mental barriers that hold donors back

Despite generational differences, the obstacles donors face around giving are largely the same.

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Disclosures

Holly Kennedy is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, DE, FL, IA, IL, KS, MN, NE, NJ, NY, OH, OK, TX, UT, WI.

Holly Kennedy, NMLS # 1889414, and Kelly Auliff, NMLS # 1856643 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Kelly Auliff is currently registered to conduct business with residents of the following states: AZ, CA, FL, IA, ID, IL, IN, KY, MI, MN, MO, NC, OH, OK, SC, TX, WA, WI.

Ryan Jennings is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MI, MN, MO, NC, NE, NJ, NM, NY, OH, OK, OR, SC, TN, TX, UT, WA, WI.