It's not about the headline. Our focus is the bottom line.

Conventional wealth management plans and practices are not enough to grow wealth over a lifetime or across generational lines. Growing numbers of family members and increasing tax demands present serious challenges. Successful outcomes require more: superior long-term thought and design, a sophisticated toolkit and disciplined execution.

In addition to these growing demands, plans often fail because they are designed as a series of short-term sequential goals, each with end or pivot points that can trigger significant taxes, giving away large pieces of your earned gains. Today, uninterrupted compounding is ever more essential to growing and retaining wealth and we focus on the design and management of these lifetime and MultiGenerational Financial Farms.

As principal advisors to high and ultra-high net worth individuals and families we are serious about producing and retaining superior long- term results. Integrating a thorough understanding of each client’s goals and resources with our established practices of building and empowering financial farms we help build wealth across lifetimes and generations.

Whether your Financial Farm is a business, a professional practice, or an actual farm we have the right tools and expertise to ensure your lifetimes work flourishes, for one or for many lifetimes.

We look forward to hearing from you.

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.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the 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.

Meet the team

Learn more about us. 

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Disclosures

Neither RBC Wealth Management, a division of RBC Capital Markets, LLC, nor its affiliates provide legal, accounting or tax advice. All legal, accounting or tax decisions regarding your accounts and any transactions or investments entered into in relation to such accounts, should be made in consultation with your independent advisors. No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

Douglas Labossiere is currently registered to conduct business with residents of the following states: AZ, CA, CO, DC, DE, FL, GA, KS, MA, MD, MN, MO, MT, NC, NJ, NM, NY, OH, OR, PA, SC, TX, VA, WV. California Insurance License # 0c37517.

Anthony Marrelli, NMLS # 1293942 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Gordon Dale is currently registered to conduct business with residents of the following states: CA, CT, DC, DE, FL, ID, LA, MA, MD, MN, NC, NJ, NM, NY, OR, PA, SC, TX, VA, WA, WV. California Insurance License # 0H64693.

Anthony Marrelli is currently registered to conduct business with residents of the following states: CA, CT, DC, DE, FL, IA, KY, MA, MD, MN, NC, NJ, NY, OH, OR, PA, SC, TX, UT, VA, VT, WV.

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