Lucas Wealth Management Group - RBC Wealth Management

Helping you grow more than wealth

A personalized approach to investing

With over 50 years of combined experience, we help our clients realize life goals and dreams through smart, disciplined financial and investment strategies. Every solution is tailored; there is no one-size-fits-all approach here. Beginning with an initial consultation, we take the time to thoroughly understand your needs. Only then do we make recommendations to help you confidently navigate to, through and beyond retirement in this ever-changing world.

Global Insight Monthly

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

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There's no reason to wait to get your finances in order. Learning about finances early can benefit you in the long run and the perfect time to start is now. Connect with me to learn about financial empowerment resources.

We're almost halfway through the year. Is your estate in order? If not, here are some tips to get it done in 2025.

Five Tips For Estate Planning in 2025

Bill Ringham, Director of Private Wealth at RBC Wealth Management - U.S., discusses estate planning strategies and what you should be thinking about if the lifetime estate and gift tax exclusions expire this year.

April action alert: Time to contribute to your Traditional or Roth IRA now. Take charge and boost your financial future. Let’s talk.

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Latest Insights

The U.S. dollar in transition: Cyclical volatility meets structural shifts

The greenback’s volatile year underscores the interplay between cyclical drivers and longer-term valuation challenges—factors that could have implications for global equity leadership.

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