Let us help you grow more than wealth

Welcome to the Monterey Branch

The Monterey Branch of RBC Wealth Management is located in the Ryan Ranch Business Park.  We are located just a few minutes from the Monterey Regional Airport with convenient access to the Monterey Peninsula. 

RBC Wealth Management has had a presence in the Monterey area for the last 10 years.  Our branch is staffed with financial advisors and staff members who are dedicated to RBC’s Collective Ambition – our purpose, vision and values.  RBC’s Collective Ambition is the articulation of what we stand for, why we’re here and how we’ll win as One RBC.

Our internal consulting team serves as a unique resource to RBC Wealth Management financial advisors. Our clients and advisors both benefit from the collective expertise of this team of professionals, specializing in numerous wealth management strategies including, but not limited to, Wealth Planning, Retirement Analysis and Fixed Income.

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Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

Our Team

Our team is located at

4 Lower Ragsdale Dr., Suite 120, Monterey, CA, 93940, USA

Our Advisors

Find all advisor profiles here

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Michael Schipper

Senior Managing Director - Complex Director

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Latest Insights

Chess

Monetary policy possibilities

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

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Disclosures
Financial advisors may not be registered in all states. Each financial advisor is only licensed to conduct business with investors within the states of registration. Information about state registrations may be obtained from individual or team websites or by contacting the individual directly.