Welcome to RBC

My purpose is to help determine how Clients can pursue their lifelong financial goals and objectives through the proper management of resources.

I focus on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. I provide access to the investment insights of RBC to help address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals. I develop relationships intended to last a lifetime.

My mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. I help you design, implement and periodically analyze a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. My wealth management approach is about using wealth to help turn goals into reality. In the process we’ll develop your own personal/family index that is can bs used to help measure your success.

Client risk prevention

Identity theft. Fraud. Scams. Seniors and vulnerable adults may be victimized in many ways. At RBC Wealth Management, we are committed to protecting you and the people you care about from these risks. Please contact me for more information and help determining next steps for your personal situation.

Write your personal retirement story

Rewriting retirement Cover imageAccess Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact me to help you prepare for your next chapter.

Global Insight Monthly

Global Insight Cover Image - Feb 2024Four for 2024: Key things to know about U.S. Elections

Read the Global Insight Monthly »

Contact

Richard D. Ormsby

414-347-7105
richard.d.ormsby@rbc.com

Latest Insights

Nuclear power plant

Nuclear getting the push it needs

Mar 27, 2024 | RBC Wealth Management

Learn how nuclear energy fits into a responsible investing strategy.

Read more
Horses racing

Central banks are off to the races

Mar 21, 2024 | Thomas Garretson, CFA

While the Fed’s meeting didn’t deliver much that was new, it at least eased concerns that rate cuts could be delayed. Other central banks grabbed the spotlight, with potentially significant ramifications.

Read more
2024 Tuition Madness

Tuition madness: Are you saving enough for college education goals?

Mar 18, 2024 | RBC Wealth Management

With the annual college basketball tournaments underway, check out our college cost brackets to make sure you’re on track with your educational savings and retirement investment plans.

Read more