Welcome to the RBC Norwell Branch

At RBC Wealth Management, we’re redefining what you can expect from a full-service investment firm. As one of the most respected financial institutions on Wall Street, the elements that have made us an industry leader are the very things that we think make us the right fit for you:

Fiscal strength and responsibility

With a long-standing reputation for integrity based on sound financial decision-making and putting client needs first, we are deeply committed to careful management of the wealth entrusted to us.

Comprehensive capabilities

As a global leader in financial services, we offer the broad range of resources and depth of expertise to help our clients build, preserve, enjoy and share their wealth.

Responsible Stewardship

Our first priority will always be the smart and careful management of the financial assets entrusted to us, but our commitment to being responsible stewards extends beyond that: to our clients, our communities, our employees, and the environment.

We’re proud to be a firm that stands out among our peers, because it means we’re serving our clients well. We invite you to experience the RBC difference for yourself.

  • Retirement Plan Rollovers
  • Retirement Income Planning
  • Portfolio Management
  • Estate Planning Services
  • Education Funding
  • Company Stock Option Planning
  • Tax-Exempt Municipal Bonds

Let's start the conversation

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Our Team

Our team is located at

80 Washington Street, Building J, Norwell, MA, 02061, USA

Image of Stacy Poli

Stacy Poli

Managing Director - Branch Network Director

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Nathan Eaton

Branch Service Manager - Registered Client Associate

Latest Insights

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Beyond stablecoins: The tokenization story

Interest payments on stablecoins dominate policy discussions, but in our executive summary of Bridging worlds: Tokenization connects digital and physical assets, we discuss why investors need to focus on the process, not the product.

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Five things you can do with your wealth without selling a single share

You’ve spent years building a portfolio. So why sell it the moment opportunity comes knocking?

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The $15 million opportunity: What the new tax law means for your estate plan

A year ago, estate planning conversations were dominated by one word—urgency—and families raced to act before that window closed.

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