There's Wealth in Our Approach at RBC Newport


RBC Wealth Management - Newport Beach

In an industry where many ascribe to the notion that bigger is better, at RBC Wealth Management in Newport Beach, our philosophy is completely the opposite. Beautifully situated in Fashion Island, Newport Beach with unobstructed views of the Pacific Ocean and Saddleback Mountains, we offer dedicated professionals a boutique and entrepreneurial working environment, custom built to accommodate the needs of twelve Financial Advisors and their support personnel.
 
Our quest to deliver clients a superior investment experience drives everything we do and we are cognizant of the fact that client success is vital to our own. With that in mind, we offer a working environment which is conducive to high quality business and we stand ready to support our Financial Advisors toward that end. In addition to our commitment to excellence, we strive to create a comfortable environment where people enjoy the company of those with whom they work.
 
Backed by parent company, Royal Bank of Canada, and as a division of RBC Capital Markets, LLC, RBC Wealth Management has a rich history which dates back to 1909. Approximately 2,100 U.S. Financial Advisors enjoy the backing and resources of one of the most well respected companies in the world, yet are able to take full advantage of RBC Wealth Management’s small firm culture. Our management structure is unusually flat and members of our senior management team pride themselves on accessibility. The many professionals in the field and at our Minneapolis headquarters offer exceptional and unwavering FA support. RBC Capital Markets is a major player in the global financial markets and the RBC Research Department delivers a comprehensive, client - friendly product.

Take the next step

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.

David Thompson, AWM, CIMA®

Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus