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.

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

multigenerational family meal

Four ways to pass down your family home to your children

Drawing up a clear estate plan can ensure your property is distributed in a way that suits both you and your family’s best interests.

Read more

RBC Race for the Kids

Saturday August 19th was a great day for the RBC Race for the Kids to benefit the Ronald McDonald House Charities. The Provenance Wealth Management Group and our families were happy to join the event as both runners and volunteers. Visit the Race for the Kids website to learn more. 

Social Media

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Thank you to all who have served our country! May you truly feel appreciated this Veterans Day.

Happy Halloween! Whether you celebrate with a visit to a pumpkin patch or have little ones who go trick-or-treating, enjoy this fall day of fun.

This Indigenous Peoples’ Day, we honor the Indigenous American people, cultures and history.