Prov-e-nance, Noun: The history of something valuable
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.
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.
A significant wealth transfer is underway as baby boomers pass on their accumulated wealth to younger family members. By 2048 an estimated $124 trillion* is set to change hands in the U.S.
As wealth changes hands from one generation to another, RBC Wealth Management is positioned to help families plan and communicate so the transition is about money and values for an impactful, long-term legacy.
When it comes to a wealth transfer mindset, RBC Wealth Management learned from conducting a 2024 survey that individuals, regardless of age, similarly prioritize family harmony and family values. Perhaps surprisingly, a generation gap did not exist between baby boomers, millennials and Gen Xers.
Our wealth transfer survey also found that the keys to successful wealth transition are trust and communication, heir preparedness and alignment of family values around wealth. To help you, we created a new wealth transfer insights guidebook. Access the guide now to get started.
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.
Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1
Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.
Learn more about Provenance Wealth Management Group
Investing in the arts is investing in the heart of your community. RBC Wealth Management is proud to support Hennepin Arts in their mission to revitalize the historic Minneapolis Theater District, and we can help you align your wealth with your values to make a lasting impact.
Start making your impact today.
We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.
Trick-or-treat! Happy Halloween to you and your loved ones.
Happy Labor Day! Remember your hard work adds value to your family, your community and society.
On Hire a Veteran Day, let’s welcome the thousands of individuals who transfer their skills from military service into civilian life and work.
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Trick-or-treat! Happy Halloween to you and your loved ones.
Happy Labor Day! Remember your hard work adds value to your family, your community and society.
On Hire a Veteran Day, let’s welcome the thousands of individuals who transfer their skills from military service into civilian life and work.