It's not just your money.
It's your life.

Strategy. Execution. Success.

We believe in order to control your financial security and improve your lifestyle you must trust a smart and experienced team of individuals. We at RBC Wealth Management are just such a team! Each of our clients is a unique individual with a unique set of goals. With that said, we offer an individualized approach to addressing your current financial needs and achieving your long-term financial security.

Write your personal retirement story

Rewriting retirement Cover imageAccess Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact me to help you prepare for your next chapter.

Become a client

If you are not already a valued client, I invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets. To set up a consultation, please contact me.

Bulletin Board

Latest Insights

Busy office workers

U.S. productivity renaissance

Dec 12, 2024 | Joseph Wu, CFA

Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.

Read more

Social Media

View my social profiles on

Physical and financial wellness go hand in hand. Indeed, health is wealth and wealth planning drives well-being. Contact me to discuss how you can take control over your overall financial health.

Check out the new issue of Investor’s Edge, which looks at planning ahead for dementia, reviewing your cash strategy and adding valuables into your estate plan. https://docs.rbcwealthmanagement.com/us/01598-investors-edge.pdf

Get on the right path to financial success. Contact me for educational resources to help you and your loved ones along the journey.