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 - February 2025

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »

Latest Insights

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Unlocking your company’s worth: A guide to valuation for business owners

A valuation can help you improve operations today, as well as help you prepare for a future sale.

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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

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Shannon Murphy

Senior Investment Associate

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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 in 2023. 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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