Times may change. Commitments don’t.

A Reputation of Trust

At RBC Wealth Management, we're proud to have earned a reputation for individual integrity, corporate responsibility and overall fiscal stewardship. There are thousands of investment firms to choose from out there, but investors pick us as much for their confidence in our strength and stability as for the comprehensive approach to wealth management and world-class investment solutions we offer. We look forward to earning your trust.

Value statement

Our job is to help create, maintain and protect wealth for retirees or individuals nearing retirement on a discretionary fee-basis. We accomplish this by asking pointed questions to understand what makes you unique and create a customized individual portfolio using researched money managers. Our goal is to build a lasting relationship of service and trust by helping to provide a reliable and predictable income stream from your portfolio.

Financial security doesn’t happen by chance

No matter where you are in life, or what your needs are, you can depend on our expertise to build a customized plan for your specific financial goals. Contact us today to learn more about our customizable solutions designed to help you strengthen your financial security.

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2025.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2025
Fair Market Value Statement January 31 2025
1099 Tax Information Summary February 18, 2025
Income Summary (FYI Statement) February 28, 2025
REMIC Tax Information Summary March 15, 2025
1042-S April 1, 2025
Revised 1099 Tax Information Summary
(tax year 2024 - revision 1)		 On or about March 15, 2025
Revised 1099 Tax Information Summary
(tax year 2024 - revision 2)		 On or about April 5, 2025
5498 June 1, 2025
Revised 1099 Tax Information Summary
(tax years 2021 – 2024)		 Monthly, beginning May 2025

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Meet the team

Learn more about Provenance Wealth Management Group

Senior Consulting Group

We are honored to share our recent selection to the RBC Wealth Management Senior Consulting Group, a company designation reserved for financial advisors who have achieved a high level of success in building consultative wealth management businesses. The Senior Consulting Group is a highly regarded level of recognition at RBC Wealth Management.  We continue to commit to helping clients build portfolios and accomplish other wealth management goals by offering personalized advice and customized solutions.

Latest Insights

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Focus on earnings season

Washington, D.C. policy decisions have been in the spotlight of late, but we think investors should not take their eyes off the results and clues coming from Q4 earnings season.

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