A value driven approach to investing

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.

Investment Philosophy

We utilize a value-driven approach to investing which is rooted in our belief that wealth is best created over time. Our client portfolios are invested exclusively on an individualized basis and tailored to each client's specific investment goals. We analyze each investor's current situation, risk tolerance, and future needs to develop a strategy to meet their goals.

Global Insight Monthly

Global Insight Monthly cover - February 2025

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »

Social Media

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In the first edition of Investor’s Edge for 2025, learn various tips on planning for the future for yourself, your loved ones and your business. http://docs.rbcwealthmanagement.com/us/01598-investors-edge.pdf

With year-end approaching, if you’re over age 73 it’s time to take your required minimum distributions. Contact me to discuss options for your RMD.

Addressing the unexpected and evaluating your protection strategies can help provide you with peace of mind as you look to a new year. Regardless of your stage in life, let’s connect to review your plan.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet our team

The Schindler Wealth Management Group

Learn more about us

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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Latest Insights

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What you can do to mitigate tax surprises every year

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Disclosures

Brad Schindler is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MS, MT, NE, NJ, NV, NY, OH, SD, TN, TX, UT, VA, WA, WI, WY.

Brad Schindler, NMLS # 1814332 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.