Let us help you grow more than wealth

Our approach

We help people understand how money works, what its limitations are, and how best they can use it to its fullest capabilities. Simply put, we help you make sense of your money. Working with families and businesses who have a net worth above $1 million and $500,000 of investable assets, we help implement a plan to achieve lifelong financial security and peace of mind while managing risk through a rigorous and disciplined investment approach. Our priority for each client is simply ensuring that they’re able to maintain the lifestyle they enjoy for the rest of their lives. 

Our approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. It’s this type of personalized, team approach with an emphasis on the entire client experience that differentiates us from other financial advisors.

Our process includes:

• Understanding your financial objectives — We begin by listening to understand you and your financial objectives.
• Gathering your current financial information — We gather specific information on your financial picture.
• Developing customized strategies — Next, we analyze your financial and personal information to match your objectives with sound strategies.
• Implementing thoughtful and creative solutions — We develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
• Providing professional service and resources — We help you review your financial picture in light of changing circumstances both personal and market-driven.

Let’s take the next step together

We would value the opportunity to learn more about your financial goals and how we can be of service to you. Please contact us at 509-736-3856, Melissa.Herrin@rbc.com, or fill out the form below to schedule a meeting. We look forward to hearing from you.

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2024.