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
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.
SB Wealth Strategies was also named a Forbes Best-In-State Wealth Management Team in 2023.
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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.
We offer complimentary retirement plan reviews for fiduciaries. Through our analysis we will either point out areas of improvement or affirm that your plan meets industry standards. Reviewing service provider fees and investment menu choices helps you manage fiduciary risk and optimize the value to your employees. For more information about 401(k)’s and the services we offer please visit our 401(k) page.
Our team has been fulfilling the role of trusted advisor to the death care industry for the past 25 years. We draw upon our industry experience to provide relevant insight tailored to your unique requirements. For more information about the endowment care services we offer please visit our Endowment care page.
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