Palombi Wealth Management Team - RBC Wealth Management

Helping you grow more than wealth

Global Insight Monthly

Global Equity: Push & Pull

A more complicated picture for the next stages of AI development and renewed geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

Latest Insights

Sector ETFs vs. benchmark indexes: How RIC rules shape your investments

Sector ETFs and benchmark indexes try to track the same thing, an economic sector, yet differences in regulatory frameworks complicate the comparisons.

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Meet the team

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Learn more about us.

My Team

Mark Palombi, CDFA®, CFP®, CRPC®

Managing Director - Financial Advisor, Senior Portfolio Director

Neither RBC Wealth Management, a division of RBC Capital Markets, LLC (“RBC WM”), nor its affiliates or employees provide legal, accounting or tax advice. All legal, accounting or tax decisions regarding your accounts and any transactions or investments entered into in relation to such accounts, should be made in consultation with your independent advisors. No information, including but not limited to written materials, provided by RBC WM or its affiliates or employees should be construed as legal, accounting or tax advice.

The 2026 Forbes "Best-In-State Wealth Advisors" award was announced April 2026. Data as of 6/30/2025. The award is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes advisor's best practices, client retention, industry experience, compliance records; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client's experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information go to: www.SHOOKresearch.com.

Shannon Murphy

Senior Investment Associate

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!

The 2025 Forbes “Best-In-State Wealth Advisors” award was announced April 2025. Data as of 6/30/2024. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each advisor’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information go to: www.SHOOKresearch.com.

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