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.

Maximize your IRA contributions to take advantage of tax benefits

With tax season approaching, now is a good time to review your traditional or Roth IRA contributions. You can make your 2025 contributions until April 15, 2026, and you may lower your tax bill. If you are under 50, you can maximize your IRA contributions up to $7,000. If you are 50 and older, you can contribute up to $8,000. You can also start your contributions for tax year 2026, where contribution limits are $7,500 if you're under 50 and $8,600 if you are age 50 or older.

By maxing out your IRA contributions before the April tax deadline, you can give your money more time to deliver tax-deferred, compounded growth. Over time, that can potentially add up. Contact us to discuss the possibility of maximizing your 2025 traditional and Roth IRA contributions before April 15, 2026.

Have you switched jobs recently?

If so, it’s important to know where your assets are, and where they are going. Call us today to discuss the advantages, disadvantages and potential tax consequences of your IRA rollover options, and how they will affect your retirement. Together we will carefully choose the option that best fits your needs and retirement goals.

Global Insight Monthly

GI Monthly

Buckle up but don’t give up

Amid the uncertainty swirling from the Middle East crisis, several forces are pushing and pulling on stock markets. Bouts of intense volatility are likely.

Read more in Global Insight Monthly

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 Manor Hill Group

410-316-5354
corinne.patteson@rbc.com

My Team

Corinne Patteson headshot

Corinne Patteson, CPFA®

Senior Vice President - Financial Advisor, Senior Portfolio Manager
Susan Hovanec headshot

Susan Hovanec, AEP®, CFP®

Managing Director - Financial Advisor, Senior Portfolio Manager
Cari Neitzey headshot

Cari Neitzey, APP, CFP®

Senior Investment Associate
Image of Carsten Rawls

Carsten Rawls

Client Associate

Latest Insights

Family sitting around a table eating lunch

Four ways to start the conversation about your financial future

Don’t wait another year to focus on your long-term wealth goals.

Read more

Download the app

Connecting with us and checking on your accounts is easier than ever with our new mobile app, available for free on the App Store and Google Play. You'll have the freedom and flexibility to view your total portfolio, check account balances, see market performance at-a-glance, and more.

Let's start the conversation

Please fill in all the mandatory fields. To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this form.

*Required fields