Richmond

Helping to build Virginia's wealth since 1904

At RBC Wealth Management, we’re redefining what you can expect from a full-service investment firm. As one of the most respected financial institutions on Wall Street, the elements that have made us an industry leader are the very things that we think make us the right fit for you:

Fiscal strength and responsibility

With a long-standing reputation for integrity based on sound financial decision-making and putting client needs first, we are deeply committed to careful management of the wealth entrusted to us.

Comprehensive capabilities

As a global leader in financial services, we offer the broad range of resources and depth of expertise to help our clients build, preserve, enjoy and share their wealth.

Responsible Stewardship

Our first priority will always be the smart and careful management of the financial assets entrusted to us, but our commitment to being responsible stewards extends beyond that: to our clients, our communities, our employees, and the environment.

We’re proud to be a firm that stands out among our peers, because it means we’re serving our clients well. We invite you to experience the RBC difference for yourself.

• Retirement Plan Rollovers
• Retirement Income Planning
• Portfolio Management
• Estate Planning Services
• Education Funding
• Company Stock Option Planning
• Tax-Exempt Municipal Bonds

RBC Wealth Management in Richmond – Strength & Stability

Please read about the rich history of RBC Wealth Management in the adjacent link, ­History of RBC Wealth Management in Richmond. It shares our roots on Main Street starting with our “grandparent” company, Branch, Cabell. Our history serves as the foundation of our firm. That, paired with the over 500 years of combined experience of our team has served our client’s many varying needs over many years – through multiple economic cycles.

We always start by building and forging deep, client relationships. Only then do we have the privilege to use our vast experience and knowledge to design a customized wealth management plan. A plan that is dynamic, continually growing and changing to meet the changes in your life, the markets, or the complex tax codes. With that plan we will then use a wide range of investments to implement your strategies and solutions. Your needs may include:

• Retirement income planning
• Inheritance – either planning for or receiving an inheritance
• What to do with an old retirement account
• Your child’s educational funding
• Developing a customized wealth plan
• What to do with the proceeds from the sale of your business – or succession planning for your business

Each one of our clients has unique needs. We will help you develop a plan to get you and keep you on track and will enjoy helping you succeed.

Contact us today to meet our talented financial professionals and start developing your personalized plan.

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.