Proud to work with a nationally recognized teammate

At The McGeehan Wealth Management Group, we are very proud that Financial Advisor Brooke McGeehan was named to the Forbes "Best-In-State Wealth Advisors" list for 2025. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Brooke!

The best returns are more than financial


Value statement

We help our clients with customized wealth management solutions for all stages of life. Every service we provide and solution we offer is directed toward helping preserve and enhance your wealth. Through relationships, expertise, and world-class capabilities, it is our mission to help expand your opportunities and simplify your life.

Meet The McGeehan Wealth Management Group

Thank you for taking a moment to get to know The McGeehan Wealth Management Group. Every client has different needs and a unique story. Understanding and responding to those needs is at the heart of what we do. It is our mission to simplify our clients’ lives and to provide peace of mind that you will have the financial security you need for yourself, and for generations to come.

Global Insight Monthly

GI Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

Read more in Global Insight Monthly

Proud to work with a nationally recognized teammate

At The McGeehan Wealth Management Group, we are very proud of Branch Director, Brooke McGeehan, for receiving the following prestigious awards. It is gratifying to have a teammate that is recognized as a leader in your industry, because it means we are serving our clients well. 

  • Forbes Top Women Wealth Advisor Best-in-State - 2021, 2022, 2023, 2024
  • Forbes Best-In-State Wealth Advisor - 2021, 2022, 2023, 2024

 

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. Contact us to set up a consultation.

Meet the team

Learn more about us

Latest Insights

Federal Reserve

Kevin Warsh launches his own Fed renovation project

This week brought the highly anticipated first policy meeting under the Warsh regime at the Fed. We look at how the Warsh era kicked off and how the central bank may evolve under its new chair.

Read more

Bulletin Board

Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.

Contact

The McGeehan Wealth Management Group

609-936-6456
brooke.mcgeehan@rbc.com