Strengthening your financial securitySM

Welcome to our website

We provide high-level advice and services, such as personal and business asset management, personal and business retirement plans, including 401(k) and 403(b), and estate and education planning. Our clients include families and individuals, professional athletes, corporations, endowments and nonprofits.

Along with our team of professionals, we take time to educate and advise you on the investment process and then create a custom strategy for your specific needs. Just as important, we know the value of keeping a long-term perspective on performance and having an investment strategy that can weather a variety of market conditions.

Fostering long-term client relationships based on trust and integrity is the benchmark of our business philosophy.

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Bulletin Board

Disclosures

Pat Howell may not be registered in all states. Each financial advisor is only licensed to conduct business with investors within the states of registration. California Insurance License # 0A43764.

Pat Howell, NMLS # 1654778 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Shelia Gray is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, RI, SC, TN, TX, UT, VA, WA, WI, WY. California Insurance License # 4443906.

Read additional advisor disclosures.