Helping you grow more than wealth

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

GI Monthly

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

Read more in Global Insight Monthly

Latest Insights

European Union flags

Can Europe meet the moment?

The euro area defied expectations in 2025, delivering growth amid a challenging environment. Yet beneath this resilience, Europe has started to redraw its economic and strategic maps.

Read more

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

My Team

Mark Palombi headshot

Mark Palombi, CDFA®, CFP®, CRPC®

Managing Director - Financial Advisor, Senior Portfolio Director

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Shannon Murphy

Senior Investment Associate

Image of Carolyn Madden

Carolyn Madden

Client Associate

Proud to work with a nationally recognized teammate

The Palombi Wealth Management Team is very proud that Financial Advisor Mark Palombi has been named a Forbes Best-in-State Wealth Advisor for 2025. 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, Mark!

Let's start the conversation

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