Let Us Help You Grow More Than Wealth


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.

Responsible Stewardship

Our first priority will always be the smart and careful management of the financial assets entrusted to us, but our commitment to being responsible stewards extends beyond that: to our clients, our communities, our employees, and the environment.

We’re proud to be a firm that stands out among our peers, because it means we’re serving our clients well. We invite you to experience the RBC difference for yourself.

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

Our Team

Our team is located at

3 Landmark Square, Stamford, CT, 06901, USA

Angelika Caulford, CPFA®

Vice President - Branch Director, Consulting Group

Latest Insights

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What happened to the “summer doldrums?”

Aug 18, 2022 | Kelly Bogdanova

We assess the market’s prospects in light of the recent a-typical summer rally.

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ESG newsletter Insights into responsible investing Q3

Making the most of ESG data and scores

Aug 16, 2022 | RBC Wealth Management

As ESG investing gains interest, so do the ESG scores and ratings. Yet ESG data needs discernment. Financial and investment advisors can help investors.

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