The Souligny Wells Group has built long-lasting relationships by delivering comprehensive advice and guidance, personalized portfolio construction, life insurance and education planning, as well as partnerships with trusted professionals that properly address tax matters, trust and estate services, and fiduciary duties. With a truly holistic approach to wealth management, the team partners with a diverse group of private and commercial banking clients to help them reach their financial goals.
The Souligny Wells Group proudly serves an accomplished clientele ranging from successful business owners and key executives of well-established companies, clients who are in their final stages of employment and planning for retirement, to recently retired and elderly clients seeking to fully enjoy their free time without concern for their financial matters. In addition, they also serve as the sole financial advisors for select foundations and religious organizations, as well as managing 401(k) plans for several corporate clients.
You've spent a lifetime discovering your passions. Retirement is your opportunity to pursue them, more than ever, with the ones you love. At RBC Wealth Management we’ll help you prepare financially for the retirement you envision. Because we believe, as you do, that the greatest returns are realized when you grow more than wealth. Contact us today to discuss what sets us apart and to learn how we can be of service to you.
Sustainability in business isn’t just about “doing good”—it’s about good business sense. Technologies that mitigate the challenges of the 21st century are likely to see long-lasting waves of growth, creating long-term opportunities for companies and shareholders alike. Read the full economic outlook in the latest edition of Global Insight.
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.
Learn more about The Souligny Wells Group.
While markets are casting a wary eye on inflation, the proposed infrastructure plan has the potential to improve existing, highly supportive policy.
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