Let us help you grow more than wealth

Welcome

You can count on a responsive, personalized advisory relationship with The Losey Carleton Group, as our primary focus is to do what’s best for each client in a straightforward and comprehensive fashion.

Built on a partnership dating back over twenty years, our group structure facilitates high levels of accessibility, diversity of thought, and consistency of service. We place a great deal of value on transparency, thorough assessment, and helping each client achieve long-term financial goals with clarity and peace of mind, encompassing:

• Complete and ongoing situational analysis
• Personalized portfolio strategies
• Wealth & asset protection
• Targeted growth
• Retirement planning
• Legacy Planning

Why investors choose RBC Wealth Management

At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity and reliability.

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.

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2025.