The South Lake Union Investment Group acts as trusted financial advisors to individuals, families, and businesses to help them achieve their life dreams and financial goals.
Our role is to guide you through the entirety of your financial journey, whether it be a singular goal or a commitment that spans generations. We work with you to create a customized investment plan to meet your desired needs. The plan is developed on your dreams, goals, values and risk tolerance. We continually review your plan to ensure it is both accurate and relevant and recommend changes as needed.
By utilizing our combined 100 years of financial experience and RBC Wealth Management’s strength and breadth in financial services, you will find your relationship with us extends far beyond your portfolio.