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
  • 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.

Welcoming Jarrad DiMaggio to our team

Jarrad brings 20+ years of experience in the financial industry with extensive knowledge of Wealth Planning, Investments, and Insurance. With the addition of Jarrad, we continue our dedication to our client’s success and providing exceptional service.

Learn more about Pace Wealth Management Group.

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.

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

Jarrad

Jarrad DiMaggio

Financial Advisor

Headshot of Lisa Ball

Lisa Ball

Senior Financial Associate

Tracy Ledda bio photo

Tracey Ledda

Senior Investment Associate

Monique Ruiz

Monique Ruiz

Client Associate