Helping you grow more than wealth

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.

Carlton Pace named one of Forbes Best-In-State Wealth Advisors

At the Pace Wealth Management Group, we are very proud that Financial Advisor Carlton Pace was named a Forbes Best-In-State Wealth Advisors in 2023 and 2024. 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, Carlton!

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

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.

Latest Insights

The White House

Pondering a U.S. policy potpourri

How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?

Read more

Contact

Pace Wealth Management Group

408-947-3312
carlton.pace@rbc.com

The Team

Headshot of Carlton Pace

Carlton Pace

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

Headshot of Lisa Ball

Lisa Ball

Senior Financial Associate

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Tracey Ledda

Senior Investment Associate

Monique Ruiz

Monique Ruiz

Client Associate