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 - 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 »

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.

Pleased to serve you in multiple locations

We are proud to serve clients in multiple locations. We invite you to contact us to set up a meeting in one of our convenient locations:

Boca Raton, FL office

5355 Town Center Road, Suite 800
Boca Raton, FL 33486

Jericho, NY office

1 Jericho Plaza, Suite 106
Jericho, NY 11753-1635

New York - Midtown, NY office

1211 Avenue of the Americas, Suite 3300
New York, NY 10036

Florham Park, NJ office

200 Park Avenue
Florham Park, NJ 07932-1026

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 start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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Disclosures

Christopher Loria is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, FL, IL, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WY.

Christopher Loria, NMLS # 1897850, Timothy Hilton, NMLS # 579596, Cain Stranges, NMLS # 599579, and Robin Johnson, NMLS # 1321603 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.

Timothy Hilton is currently registered to conduct business with residents of the following states: CA, CO, CT, FL, HI, MA, MD, NC, NJ, NY, PA, SC, TN, TX, UT, VA. California Insurance License # 0I85641.

Cain Stranges is currently registered to conduct business with residents of the following states: CA, CO, CT, FL, HI, MA, MD, NC, NJ, NY, PA, SC, TN, TX, UT, VA.

Robin Johnson is currently registered to conduct business with residents of the following states: FL, MA, NC, NJ, NY, PA, TN, TX, VA, VT.

Read additional advisor disclosures.