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, independence and reliability that allows you peace of mind.

#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and we are honored to work for a company that is committed to our clients and puts people first.

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 2021

Tax reporting document Approximate availability date
Form 1099-R February 1, 2021
Fair Market Value Statement February 1, 2021
Tax Information Summary: Forms 1099-DIV, -INT, -B, -MISC, and -OID February 16, 2021
REMIC Tax Information Summary March 15, 2021

Revised 1099 Tax Information Summary 

(tax year 2020 - revision 1)

On or about March 18, 2021
Form 1042-S April 1, 2021
Revised 1099 Tax Information Summary (tax year 2020 - revision 2) On or about April 5, 2021
5498 June 1, 2021
Revised 1099 Tax Information Summary (tax years 2017-2020) Monthly, beginning May 2021

How RBC Wealth Management keeps you safe

A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to protect you and allow you to have access to our services without interruption. Learn more.

Strength you can trust

Distinguished by a long heritage of financial strength, integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody’s Aa22 and A23/stable4
  • Standard & Poor’s AA-2 and A3/stable4
  • Fitch Ratings AA+2 and AA3/negative4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

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.

Contact

The Losey Carleton Group

855-326-7118
theloseycarletongroup@rbc.com

Supporting our service members

We are very proud to help support paws4vets, a program that trains assistance dogs for wounded veterans and active-duty service members. Each of our locations in the Dallas area is sponsoring a veteran/assistance dog team, helping transform the lives of veterans and their families. Please visit the paws4vets program website to learn more or contribute to this organization.

Like golfer Dustin Johnson, at RBC we deliver because we see things differently.

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