Helping you grow more than wealth

Our commitment to you

We help middle market business owners, corporate executives and affluent families with wealth management strategies for complicated planning needs, allowing our clients to focus on their work, families and other interests. To do this, we use our extensive experience to focus on the client’s full cycle of wealth, from accumulation to preservation and finally, distribution. During the process, we identify challenges and develop strategies to help minimize risk and taxes while maximizing growth for a successful wealth transfer.

Solutions with your goals in mind

Working in conjunction with your other professional advisors, our group's advanced credentials and expertise allow us to provide customized wealth management solutions to our clients in the following areas:

Comprehensive wealth management

 Business owner succession planning
Portfolio management Selecting an exit planning advisory team
Retirement planning Philanthropic planning
Tax-aware investing Estate planning services
Risk management Managing concentrated stock positions
Tax planning strategies Behavioral finance
Alternative investments Family legacy planning
Liability management Asset protection

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

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Are you prepared for the future you want?

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    A WealthPlan helps develop your personal plan by understanding your current financial situation, identifying your life goals, and determining what steps you can take to meet them.

    Wealth management is far more than asset management.

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      It addresses an array of issues involving the accumulation, protection, and distribution of one’s wealth.

      The urgency of estate planning

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          Is it clear how your assets will be distributed after your passing, ensuring your loved ones are taken care of? Our team is here to help.

          Latest Insights

          Chess

          Monetary policy possibilities

          The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

          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.

          Disclosures

          Scott Pann is currently registered to conduct business with residents of the following states: AZ, CA, CO, FL, GA, ID, IL, IN, KS, MA, MN, MO, NC, NM, NV, NY, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY. California Insurance License # 0C08177.

          Scott Pann, NMLS # 1919433, Donnie Deyoung, NMLS # 1919067, Tyler Deyoung, NMLS # 2346872, and Molly Stavang, NMLS # 2617524 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.

          Donnie Deyoung is currently registered to conduct business with residents of the following states: AZ, CA, CO, FL, GA, ID, IL, IN, KS, MA, MN, MO, MT, NC, NM, NV, NY, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY.

          Tyler Deyoung is currently registered to conduct business with residents of the following states: AZ, CA, CO, FL, GA, ID, IL, IN, KS, MA, MN, MO, NC, NM, NV, NY, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY. California Insurance License # 4358817.

          Molly Stavang is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, MA, MN, MO, NC, NM, NV, NY, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY.

          Read additional advisor disclosures.