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

Global Insight Monthly cover - October 2025

AI's big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. Read the Global Insight Monthly »

Latest Insights

Red gold and green

U.S. Recession Scorecard: Stuck … with reduced visibility

The scorecard indicators remain mixed, including a shift in the yield curve indicator. The government shutdown has limited employment data, confirming a cautious investment approach is needed, as ongoing policy and trade shifts affect the economy.

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 Group

Image of Shannon Murphy

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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