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Boy with Down syndrome laughing with mother

Family members with special needs: How to plan for their financial well-being

 Mar 03, 2025 |RBC Wealth Management

Securing the long-term future of a loved one with a disability or medical condition requires expert guidance and personalized planning.

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Disclosures

David Bartz, NMLS # 2439641, Daniel Chillemi, NMLS # 2437632, Brendon Harbron, NMLS # 2437635, George Kempf, NMLS # 2437636, and Jordan Frye, NMLS # 2437634 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.

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