Unbiased advice for your complex financial needs

As Financial Advisors at RBC Wealth Management, we specialize in wealth management consulting where we develop long-term investment strategies for affluent investors. We take an objective, unbiased approach, tailoring each plan to enhance, protect and ultimately transfer family wealth.

We concentrate on meeting the complex financial needs of a select number of wealthy individuals and families. Because we limit the number of clients with whom we work, we are able to deliver an exceptional level of service.

With the support of a team of specialists from a variety of financial disciplines, we offer a broad range of services, covering thirteen wealth management issues

 


Proud to Be National Award-Winning Advisors

As financial advisors, it is gratifying to be recognized as a leader in your industry, because it means we are serving our clients well. We are proud to be a recipients of the following prestigious awards.

Pat Severo

  • Forbes/SHOOK Best-In-State Wealth Advisor – 2016, 2017, 2018, 2019
  • Barron’s Top 1,200 Financial Advisor – 2008 through 2019 (every year in existence)

Brett Bartman

  • Forbes/SHOOK Best-In-State Wealth Advisor- 2018, 2019
  • Financial Times Top 400 Financial Advisors award – 2013, 2016

Collision course?

With hardliners in the U.S. and Iran holding sway, the two longtime adversaries remain locked in a bellicose standoff. While a diplomatic off-ramp may emerge, we believe the crisis could unfold in a manner not yet fully appreciated by the oil market. Read the full economic outlook in the latest edition of Global Insight.

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Let us help you grow more than wealth


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